Number of Shares
55,822.00
Current Holdings Value*
$5.63 Mil
% of Portfolio
3.56%
Total Estimate Gain
$1.28 Mil
% of Total Estimate Gain
27.85%

Visionary Horizons, LLC's Avantis U.S. Equity ETF Holding Summary

As of 2025-06-30, Visionary Horizons, LLC held 55,822.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $5.63 Mil. This investment constitutes 3.56% of their stock portfolio, and Visionary Horizons, LLC now holds 0.06% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.

The initial trade took place in 2023Q4. And since then Visionary Horizons, LLC has made 5 purchases of AVUS, at an average price of $81.16, for a total of 56,535.00 shares. In addition, there have been 1 sales at an average price of $97.44 for 713.00 shares. Based on historical transaction data and AVUS's current price of $103.84, Visionary Horizons, LLC's estimated gain on his AVUS holdings is $1.28 Mil, reflecting a 27.85% gain to date.

Visionary Horizons, LLC AVUS ($103.84) Holding Chart

Visionary Horizons, LLC AVUS ($103.84) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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