Angeles Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-569
| Closed | -$49.6K | – | 430 |
|
|
2025
Q1 | $49.6K | Sell |
569
-846
| -60% | -$73.7K | ﹤0.01% | 331 |
|
|
2024
Q4 | $137K | Sell |
1,415
-830
| -37% | -$80.1K | 0.01% | 309 |
|
|
2024
Q3 | $215K | Buy |
2,245
+804
| +56% | +$77.1K | 0.02% | 251 |
|
|
2024
Q2 | $129K | Sell |
1,441
-692
| -32% | -$62.1K | 0.01% | 241 |
|
|
2024
Q1 | $200K | Sell |
2,133
-1,385
| -39% | -$130K | 0.02% | 223 |
|
|
2023
Q4 | $316K | Buy |
+3,518
| New | +$316K | 0.04% | 150 |
|