BSW Wealth Partners’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 | $7.98M | Buy |
87,604
+17,555
| +25% | +$1.6M | 1.09% | 17 |
|
|
2025
Q1 | $6.11M | Sell |
70,049
-320
| -0.5% | -$27.9K | 0.93% | 21 |
|
|
2024
Q4 | $6.79M | Buy |
70,369
+7,538
| +12% | +$728K | 1% | 20 |
|
|
2024
Q3 | $6.03M | Buy |
62,831
+4,281
| +7% | +$411K | 0.9% | 21 |
|
|
2024
Q2 | $5.25M | Buy |
58,550
+13,119
| +29% | +$1.18M | 0.86% | 25 |
|
|
2024
Q1 | $4.26M | Buy |
45,431
+40,825
| +886% | +$3.83M | 0.72% | 30 |
|
|
2023
Q4 | $414K | Buy |
+4,606
| New | +$414K | 0.08% | 144 |
|