Willow Creek Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $719K | Sell |
7,129
-2,764
| -28% | -$279K | 0.06% | 81 |
|
2025
Q1 | $914K | Buy |
9,893
+2,259
| +30% | +$209K | 0.09% | 65 |
|
2024
Q4 | $740K | Hold |
7,634
| – | – | 0.08% | 73 |
|
2024
Q3 | $726K | Hold |
7,634
| – | – | 0.08% | 74 |
|
2024
Q2 | $689K | Hold |
7,634
| – | – | 0.08% | 72 |
|
2024
Q1 | $683K | Hold |
7,634
| – | – | 0.08% | 73 |
|
2023
Q4 | $623K | Hold |
7,634
| – | – | 0.08% | 73 |
|
2023
Q3 | $559K | Hold |
7,634
| – | – | 0.08% | 74 |
|
2023
Q2 | $574K | Hold |
7,634
| – | – | 0.08% | 79 |
|
2023
Q1 | $541K | Hold |
7,634
| – | – | 0.08% | 73 |
|
2022
Q4 | $519K | Buy |
+7,634
| New | +$519K | 0.09% | 72 |
|