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Baldwin Wealth Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-110
Closed -$10.6K – 291
2024
Q3 		$10.6K Hold
110
– – ﹤0.01% 790
2024
Q2 		$9.87K Hold
110
– – ﹤0.01% 542
2024
Q1 		$10.3K Hold
110
– – ﹤0.01% 553
2023
Q4 		$9.88K Hold
110
– – ﹤0.01% 577
2023
Q3 		$8.57K Hold
110
– – ﹤0.01% 588
2023
Q2 		$8.54K Hold
110
– – ﹤0.01% 603
2023
Q1 		$8.15K Hold
110
– – ﹤0.01% 634
2022
Q4 		$8.2K Hold
110
– – ﹤0.01% 623
2022
Q3 		$7K Hold
110
– – ﹤0.01% 538
2022
Q2 		$8K Hold
110
– – ﹤0.01% 547
2022
Q1 		$9K Hold
110
– – ﹤0.01% 548
2021
Q4 		$9K Hold
110
– – ﹤0.01% 513
2021
Q3 		$8K Hold
110
– – ﹤0.01% 536
2021
Q2 		$8K Buy
+110
New +$8.31K ﹤0.01% 543

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Baldwin Wealth Partners's AVUV Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Avantis US Small Cap Value ETF (AVUV) in Q4 2024, closing a stake of 110 shares — an estimated $10.6K sold.

Baldwin Wealth Partners first reported a position in AVUV in Q2 2021 and held it in 14 quarters. The position peaked at $10.6K in Q3 2024. 803 funds tracked by Wall St. Rank hold AVUV as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Avantis US Small Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 110 Avantis US Small Cap Value ETF shares in Q4 2024, an estimated $10.6K.
  • Baldwin Wealth Partners first reported a position in Avantis US Small Cap Value ETF in Q2 2021 and held it in 14 quarters.
  • Baldwin Wealth Partners's Avantis US Small Cap Value ETF position peaked at $10.6K in Q3 2024.
  • 803 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.