CTWM
Cherry Tree Wealth Management’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 | $2.81M | Buy |
30,812
+1,479
| +5% | +$135K | 0.65% | 41 |
|
|
2025
Q1 | $2.56M | Buy |
29,333
+575
| +2% | +$50.1K | 0.62% | 43 |
|
|
2024
Q4 | $2.78M | Buy |
28,758
+140
| +0.5% | +$13.5K | 0.69% | 40 |
|
|
2024
Q3 | $2.75M | Sell |
28,618
-4,620
| -14% | -$443K | 0.65% | 41 |
|
|
2024
Q2 | $2.98M | Buy |
33,238
+2,363
| +8% | +$212K | 0.75% | 36 |
|
|
2024
Q1 | $2.89M | Buy |
30,875
+4,057
| +15% | +$380K | 0.73% | 36 |
|
|
2023
Q4 | $2.41M | Buy |
26,818
+26,066
| +3,466% | +$2.34M | 0.64% | 37 |
|
|
2023
Q3 | $58.6K | Buy |
752
+618
| +461% | +$48.2K | 0.02% | 220 |
|
|
2023
Q2 | $10.4K | Buy |
+134
| New | +$10.4K | ﹤0.01% | 334 |
|