Bridgewealth Advisory 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 | $5.57M | Buy |
61,122
+34,807
| +132% | +$3.17M | 1.41% | 22 |
|
|
2025
Q1 | $2.29M | Sell |
26,315
-8,331
| -24% | -$726K | 3.02% | 10 |
|
|
2024
Q4 | $3.37M | Buy |
34,646
+15,161
| +78% | +$1.47M | 0.95% | 28 |
|
|
2024
Q3 | $1.87M | Buy |
19,485
+1,249
| +7% | +$120K | 0.68% | 32 |
|
|
2024
Q2 | $1.64M | Sell |
18,236
-961
| -5% | -$86.2K | 0.72% | 28 |
|
|
2024
Q1 | $1.8M | Buy |
19,197
+3,378
| +21% | +$317K | 0.88% | 28 |
|
|
2023
Q4 | $1.42M | Buy |
15,819
+6,159
| +64% | +$553K | 1.09% | 25 |
|
|
2023
Q3 | $753K | Buy |
9,660
+3,675
| +61% | +$286K | 0.92% | 25 |
|
|
2023
Q2 | $465K | Buy |
5,985
+197
| +3% | +$15.3K | 0.75% | 30 |
|
|
2023
Q1 | $429K | Buy |
5,788
+89
| +2% | +$6.59K | 0.79% | 28 |
|
|
2022
Q4 | $425K | Buy |
+5,699
| New | +$425K | 0.83% | 27 |
|