AWE
AVUV icon

Avidian Wealth Enterprises’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Avidian Wealth Enterprises’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$554K Sell
5,015
-298
-6% -$32.8K 0.02% 413
2025
Q4 		$542K Buy
5,313
+1,451
+38% +$145K 0.02% 357
2025
Q3 		$384K Sell
3,862
-330
-8% -$31.9K 0.01% 421
2025
Q2 		$382K Buy
4,192
+3
+0.1% +$259 0.02% 393
2025
Q1 		$365K Sell
4,189
-352
-8% -$33.1K 0.02% 371
2024
Q4 		$438K Buy
4,541
+5
+0.1% +$497 0.02% 321
2024
Q3 		$435K Buy
4,536
+415
+10% +$38.8K 0.02% 322
2024
Q2 		$370K Buy
4,121
+167
+4% +$15.1K 0.02% 351
2024
Q1 		$371K Buy
3,954
+2
+0.1% +$177 0.02% 321
2023
Q4 		$355K Buy
+3,952
New +$316K 0.02% 314

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FPAS
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