Bannerman Wealth Management Group’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
$390K Sell
4,284
-1,213
-22% -$110K 0.3% 27
2025
Q1
$479K Sell
5,497
-620
-10% -$54K 0.39% 23
2024
Q4
$590K Buy
+6,117
New +$590K 0.49% 20