BP
BWM Planning’s Avantis US Small Cap Value ETF AVUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.1M | Buy |
297,432
+200,510
| +207% | +$18.3M | 9.34% | 2 |
|
|
2025
Q1 | $8.45M | Buy |
96,922
+14,142
| +17% | +$1.23M | 3.58% | 10 |
|
|
2024
Q4 | $7.99M | Buy |
82,780
+9,194
| +12% | +$888K | 3.48% | 11 |
|
|
2024
Q3 | $7.06M | Buy |
+73,586
| New | +$7.06M | 3.13% | 12 |
|