WWP
WR Wealth Planners’s Avantis US Equity ETF AVUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $14.6M | Buy |
150,382
+3,564
| +2% | +$345K | 4.69% | 5 |
|
|
2024
Q3 | $14M | Buy |
146,818
+1,843
| +1% | +$175K | 3.89% | 5 |
|
|
2024
Q2 | $13.1M | Sell |
144,975
-11,075
| -7% | -$999K | 3.99% | 4 |
|
|
2024
Q1 | $14M | Buy |
156,050
+4,231
| +3% | +$379K | 4.34% | 4 |
|
|
2023
Q4 | $12.4M | Sell |
151,819
-1,382
| -0.9% | -$113K | 4.61% | 4 |
|
|
2023
Q3 | $11.2M | Sell |
153,201
-2,469
| -2% | -$181K | 4.27% | 5 |
|
|
2023
Q2 | $11.7M | Buy |
155,670
+11,023
| +8% | +$829K | 4.53% | 4 |
|
|
2023
Q1 | $10.3M | Buy |
144,647
+16,293
| +13% | +$1.15M | 4.43% | 4 |
|
|
2022
Q4 | $8.73M | Buy |
128,354
+4,385
| +4% | +$298K | 5.38% | 3 |
|
|
2022
Q3 | $7.73M | Sell |
123,969
-1,780
| -1% | -$111K | 5.44% | 3 |
|
|
2022
Q2 | $8.18M | Buy |
125,749
+11,263
| +10% | +$733K | 5.39% | 3 |
|
|
2022
Q1 | $8.83M | Buy |
+114,486
| New | +$8.83M | 5.26% | 3 |
|