AWM
Austin Wealth Management’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 | $3.03M | Buy |
32,818
+6,134
| +23% | +$567K | 0.54% | 38 |
|
|
2025
Q1 | $2.22M | Buy |
26,684
+4,457
| +20% | +$370K | 0.44% | 40 |
|
|
2024
Q4 | $2.21M | Buy |
22,227
+1,715
| +8% | +$170K | 0.46% | 39 |
|
|
2024
Q3 | $1.94M | Buy |
20,512
+2,220
| +12% | +$210K | 0.43% | 41 |
|
|
2024
Q2 | $1.69M | Buy |
18,292
+937
| +5% | +$86.7K | 0.4% | 41 |
|
|
2024
Q1 | $1.6M | Buy |
17,355
+2,848
| +20% | +$263K | 0.4% | 44 |
|
|
2023
Q4 | $1.28M | Buy |
14,507
+6,290
| +77% | +$557K | 0.34% | 45 |
|
|
2023
Q3 | $659K | Buy |
+8,217
| New | +$659K | 0.2% | 61 |
|