Avantax Planning Partners’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 | $72.7M | Sell |
797,593
-20,002
| -2% | -$1.82M | 2.31% | 8 |
|
|
2025
Q1 | $71.3M | Sell |
817,595
-42,773
| -5% | -$3.73M | 2.52% | 7 |
|
|
2024
Q4 | $83.1M | Buy |
860,368
+11,684
| +1% | +$1.13M | 2.99% | 7 |
|
|
2024
Q3 | $81.4M | Sell |
848,684
-117,171
| -12% | -$11.2M | 2.92% | 7 |
|
|
2024
Q2 | $86.7M | Buy |
965,855
+86,996
| +10% | +$7.81M | 2.79% | 7 |
|
|
2024
Q1 | $82.4M | Buy |
+878,859
| New | +$82.4M | 2.67% | 6 |
|