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

Vista Wealth Management Group, LLC

$1.49 Billion
Q4 2024

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 1,567,202 shares of AVUS stock, worth $145 Million. This represents 10.21% of its overall portfolio holdings.

Number of Shares

1,567,202

Previous 1,442,769 8.62%

Holding current value

$145 Million

Previous $137 Million 10.66%

% of portfolio

10.21%

Previous 9.49%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$94.36 - $102.06 $11.7 Million - $12.7 Million	124,433 Added 8.62%	1,567,202 $152 Million
Q3 2024 Nov 06, 2024	BUY	$86.27 - $95.15 $4.48 Million - $4.94 Million	51,967 Added 3.74%	1,442,769 $137 Million
Q2 2024 Jul 30, 2024	BUY	$84.59 - $90.63 $4.85 Million - $5.2 Million	57,385 Added 4.3%	1,390,802 $125 Million
Q1 2024 Apr 29, 2024	BUY	$79.93 - $89.5 $7.1 Million - $7.95 Million	88,816 Added 7.14%	1,333,417 $119 Million
Q4 2023 Feb 12, 2024	BUY	$69.78 - $82.0 $5.39 Million - $6.34 Million	77,303 Added 6.62%	1,244,601 $101 Million
Q3 2023 Nov 14, 2023	BUY	$72.72 - $78.49 $8.15 Million - $8.8 Million	112,133 Added 10.63%	1,167,298 $85.5 Million
Q2 2023 Aug 02, 2023	BUY	$68.92 - $75.19 $8.46 Million - $9.22 Million	122,689 Added 13.16%	1,055,165 $79.3 Million
Q1 2023 May 04, 2023	BUY	$67.42 - $74.29 $7.62 Million - $8.39 Million	112,977 Added 13.79%	932,476 $66.1 Million
Q4 2022 Feb 07, 2023	BUY	$63.25 - $72.69 $6.85 Million - $7.88 Million	108,354 Added 15.24%	819,499 $55.7 Million
Q3 2022 Oct 25, 2022	BUY	$62.35 - $74.13 $2.84 Million - $3.38 Million	45,618 Added 6.85%	711,145 $47.5 Million
Q2 2022 Jul 14, 2022	SELL	$63.84 - $77.62 $2.8 Million - $3.41 Million	-43,899 Reduced 6.19%	665,527 $43.4 Million
Q1 2022 May 04, 2022	BUY	$71.89 - $81.03 $4.23 Million - $4.77 Million	58,834 Added 9.04%	709,426 $54.7 Million
Q4 2021 Jan 19, 2022	BUY	$73.89 - $80.63 $7.81 Million - $8.52 Million	105,729 Added 19.4%	650,592 $52.2 Million
Q3 2021 Nov 02, 2021	BUY	$72.07 - $77.19 $9.6 Million - $10.3 Million	133,169 Added 32.35%	544,863 $40.2 Million
Q2 2021 Jul 27, 2021	BUY	$70.19 - $74.23 $8.88 Million - $9.39 Million	126,514 Added 44.36%	411,694 $30.6 Million
Q1 2021 Apr 26, 2021	BUY	$62.2 - $70.27 $10.9 Million - $12.4 Million	175,998 Added 161.2%	285,180 $19.8 Million
Q4 2020 Jan 25, 2021	BUY	$53.45 - $63.0 $5.3 Million - $6.25 Million	99,151 Added 988.45%	109,182 $6.88 Million
Q3 2020 Oct 26, 2020	BUY	$49.86 - $57.43 $214,597 - $247,178	4,304 Added 75.15%	10,031 $542,000
Q2 2020 Jul 14, 2020	BUY	$38.84 - $53.03 $222,436 - $303,702	5,727 New	5,727 $286,000

Others Institutions Holding AVUS

# of Institutions

457

Shares Held

88.3M

Call Options Held

Put Options Held

100

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About AMERICAN CENTY ETF TR AVANTIS

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