Capstone Wealth Management (Alabama)’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
$5.16M Sell
56,666
-4,069
-7% -$371K 4.52% 8
2025
Q1
$5.29M Buy
60,735
+2,208
+4% +$192K 5.27% 8
2024
Q4
$5.65M Buy
+58,527
New +$5.65M 5.52% 8