Avaii 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
-82,448
Closed -$7.19M 133
2025
Q1
$7.19M Buy
82,448
+4,258
+5% +$371K 3.84% 7
2024
Q4
$7.55M Buy
78,190
+14,573
+23% +$1.41M 3.71% 7
2024
Q3
$6.1M Buy
+63,617
New +$6.1M 3.08% 8