Vista Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History

Vista Wealth Management Group, LLC

$1.47 Billion
Q1 2025

A detailed history of Vista Wealth Management Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 1,010,464 shares of AVEM stock, worth $78.4 Million. This represents 4.14% of its overall portfolio holdings.

Number of Shares

1,010,464

Previous 960,483 5.2%

Holding current value

$78.4 Million

Previous $56.5 Million 7.67%

% of portfolio

4.14%

Previous 3.79%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$57.11 - $62.4 $2.85 Million - $3.12 Million	49,981 Added 5.2%	1,010,464 $60.8 Million
Q4 2024 Jan 27, 2025	BUY	$58.59 - $66.14 $4.17 Million - $4.7 Million	71,135 Added 8.0%	960,483 $56.5 Million
Q3 2024 Nov 06, 2024	BUY	$57.2 - $65.59 $1.53 Million - $1.75 Million	26,713 Added 3.1%	889,348 $57.5 Million
Q2 2024 Jul 30, 2024	BUY	$56.42 - $62.42 $2.1 Million - $2.32 Million	37,145 Added 4.5%	862,635 $52.7 Million
Q1 2024 Apr 29, 2024	BUY	$53.02 - $58.54 $3.8 Million - $4.19 Million	71,608 Added 9.5%	825,490 $47.8 Million

Q4 2023 Feb 12, 2024	BUY	$51.0 - $56.39 $2.72 Million - $3.01 Million	53,427 Added 7.63%	753,882 $42.5 Million
Q3 2023 Nov 14, 2023	BUY	$52.44 - $57.3 $2.51 Million - $2.74 Million	47,872 Added 7.34%	700,455 $37 Million
Q2 2023 Aug 02, 2023	BUY	$51.46 - $55.92 $3.05 Million - $3.31 Million	59,230 Added 9.98%	652,583 $35.1 Million
Q1 2023 May 04, 2023	BUY	$50.27 - $56.2 $2.97 Million - $3.32 Million	59,152 Added 11.07%	593,353 $31.4 Million
Q4 2022 Feb 07, 2023	BUY	$44.87 - $52.64 $8.13 Million - $9.54 Million	181,248 Added 51.35%	534,201 $27 Million
Q3 2022 Oct 25, 2022	BUY	$45.9 - $53.37 $1.72 Million - $2 Million	37,442 Added 11.87%	352,953 $15.8 Million
Q2 2022 Jul 14, 2022	BUY	$51.44 - $61.32 $3.4 Million - $4.06 Million	66,134 Added 26.52%	315,511 $15.8 Million
Q1 2022 May 04, 2022	SELL	$54.87 - $65.28 $1.04 Million - $1.23 Million	-18,885 Reduced 7.04%	249,377 $14.8 Million
Q4 2021 Jan 19, 2022	BUY	$60.96 - $66.61 $4.23 Million - $4.62 Million	69,431 Added 34.92%	268,262 $17 Million
Q3 2021 Nov 02, 2021	BUY	$63.1 - $69.23 $3.86 Million - $4.24 Million	61,233 Added 44.5%	198,831 $12.8 Million
Q2 2021 Jul 27, 2021	BUY	$65.38 - $70.46 $2.9 Million - $3.13 Million	44,423 Added 47.68%	137,598 $9.57 Million
Q1 2021 Apr 26, 2021	BUY	$62.28 - $69.33 $3.56 Million - $3.97 Million	57,197 Added 158.98%	93,175 $6.12 Million
Q4 2020 Jan 25, 2021	BUY	$51.7 - $61.88 $1.86 Million - $2.23 Million	35,978 New	35,978 $2.22 Million

Others Institutions Holding AVEM

# of Institutions

724

Shares Held

170M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
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Vista Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History