BlackDiamond Wealth Management’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
2023
Q3
Sell
-4,082
Closed -$336K 126
2023
Q2
$336K Buy
4,082
+376
+10% +$30.9K 0.28% 83
2023
Q1
$265K Buy
+3,706
New +$265K 0.27% 90
2022
Q3
Sell
-3,730
Closed -$272K 106
2022
Q2
$272K Buy
+3,730
New +$272K 0.34% 87