AO
Advisor OS’s Avantis US Small Cap Value ETF AVUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.85M | Sell |
86,215
-78,626
| -48% | -$7.16M | 0.77% | 21 |
|
|
2025
Q1 | $14.4M | Sell |
164,841
-60,586
| -27% | -$5.28M | 1.64% | 13 |
|
|
2024
Q4 | $21.8M | Buy |
225,427
+5,650
| +3% | +$545K | 2.52% | 7 |
|
|
2024
Q3 | $21.1M | Buy |
219,777
+60,490
| +38% | +$5.8M | 2.1% | 8 |
|
|
2024
Q2 | $14.3M | Sell |
159,287
-2,767
| -2% | -$248K | 1.57% | 17 |
|
|
2024
Q1 | $15.2M | Buy |
+162,054
| New | +$15.2M | 1.75% | 10 |
|