Beaird Harris Wealth Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Beaird Harris Wealth Management’s Portfolio AVSC Stock Details AVSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.35M	Sell	113,871 -1,873	-2%	-$128K	0.52%	29
2026 Q1	$7.21M	Sell	115,744 -4,753	-4%	-$299K	0.49%	31
2025 Q4	$7.08M	Sell	120,497 -2,219	-2%	-$129K	0.49%	31
2025 Q3	$7.03M	Sell	122,716 -2,379	-2%	-$131K	0.5%	30
2025 Q2	$6.45M	Buy	125,095 +4,036	+3%	+$195K	0.5%	29
2025 Q1	$5.86M	Sell	121,059 -3,227	-3%	-$170K	0.5%	29
2024 Q4	$6.76M	Sell	124,286 -1,578	-1%	-$88.1K	0.58%	28
2024 Q3	$6.8M	Sell	125,864 -949	-0.7%	-$50.1K	0.59%	27
2024 Q2	$6.33M	Sell	126,813 -11,570	-8%	-$582K	0.6%	27
2024 Q1	$7.25M	Sell	138,383 -2,984	-2%	-$149K	0.71%	25
2023 Q4	$7.22M	Sell	141,367 -436	-0.3%	-$19.8K	0.76%	25
2023 Q3	$6.28M	Sell	141,803 -643	-0.5%	-$29.9K	0.75%	25
2023 Q2	$6.5M	Buy	142,446 +4,518	+3%	+$196K	0.78%	23
2023 Q1	$6.08M	Sell	137,928 -1,546	-1%	-$70.8K	1.09%	21
2022 Q4	$6.05M	Buy	139,474 +27,973	+25%	+$1.22M	1.13%	21
2022 Q3	$4.41M	Buy	111,501 +63,992	+135%	+$2.79M	0.97%	18
2022 Q2	$1.95M	Buy	+47,509	New	+$2.11M	0.54%	22

Other funds holding AVSC

Kilner Capital Advisors Gaithersburg, Maryland $117M AUM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return