Wipfli Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $141M | Buy |
2,256,772
+431,590
| +24% | +$26.9M | 9.89% | 2 |
|
|
2022
Q2 | $119M | Sell |
1,825,182
-147,248
| -7% | -$9.58M | 12.91% | 3 |
|
|
2022
Q1 | $152M | Buy |
1,972,430
+162,941
| +9% | +$12.6M | 15.35% | 2 |
|
|
2021
Q4 | $145M | Buy |
1,809,489
+167,800
| +10% | +$13.5M | 16.64% | 2 |
|
|
2021
Q3 | $121M | Buy |
1,641,689
+121,882
| +8% | +$8.98M | 15.43% | 3 |
|
|
2021
Q2 | $113M | Buy |
+1,519,807
| New | +$113M | 15.93% | 3 |
|