Arbor Wealth Advisors’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 | $1.98M | Buy |
21,695
+3,340
| +18% | +$304K | 1.6% | 12 |
|
|
2025
Q1 | $1.6M | Buy |
18,355
+4,452
| +32% | +$388K | 1.43% | 14 |
|
|
2024
Q4 | $1.34M | Buy |
13,903
+3,425
| +33% | +$331K | 1.2% | 16 |
|
|
2024
Q3 | $1.01M | Buy |
10,478
+3,245
| +45% | +$311K | 0.91% | 17 |
|
|
2024
Q2 | $649K | Buy |
7,233
+3,913
| +118% | +$351K | 0.64% | 26 |
|
|
2024
Q1 | $311K | Buy |
3,320
+575
| +21% | +$53.9K | 0.29% | 39 |
|
|
2023
Q4 | $247K | Buy |
+2,745
| New | +$247K | 0.25% | 42 |
|