Cascade Financial 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 | $4.05M | Sell |
44,467
-3,108
| -7% | -$283K | 0.49% | 42 |
|
|
2025
Q1 | $4.15M | Buy |
47,575
+16,625
| +54% | +$1.45M | 0.52% | 39 |
|
|
2024
Q4 | $2.99M | Buy |
30,950
+6,243
| +25% | +$603K | 0.39% | 51 |
|
|
2024
Q3 | $2.37M | Buy |
24,707
+3,091
| +14% | +$297K | 0.3% | 60 |
|
|
2024
Q2 | $1.94M | Buy |
21,616
+3,991
| +23% | +$358K | 0.26% | 63 |
|
|
2024
Q1 | $1.57M | Buy |
+17,625
| New | +$1.57M | 0.23% | 70 |
|