AWM
Ariadne Wealth Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
34,545
+2,489
| +8% | +$139K | 0.92% | 26 |
|
|
2025
Q1 | $1.55M | Sell |
32,056
-5,747
| -15% | -$279K | 0.81% | 29 |
|
|
2024
Q4 | $2.08M | Buy |
37,803
+5,175
| +16% | +$285K | 0.95% | 24 |
|
|
2024
Q3 | $1.89M | Buy |
32,628
+2,771
| +9% | +$160K | 1.03% | 23 |
|
|
2024
Q2 | $1.49M | Buy |
+29,857
| New | +$1.49M | 1.15% | 22 |
|