Cherry Tree Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.97M	Buy	35,902 +279	+0.8%	+$30.7K	0.84%	38
2025 Q4	$3.63M	Buy	35,623 +1,849	+5%	+$185K	0.77%	38
2025 Q3	$3.36M	Buy	33,774 +2,962	+10%	+$287K	0.74%	40
2025 Q2	$2.81M	Buy	30,812 +1,479	+5%	+$127K	0.65%	41
2025 Q1	$2.56M	Buy	29,333 +575	+2%	+$54K	0.62%	43
2024 Q4	$2.78M	Buy	28,758 +140	+0.5%	+$13.9K	0.69%	40
2024 Q3	$2.75M	Sell	28,618 -4,620	-14%	-$432K	0.65%	41
2024 Q2	$2.98M	Buy	33,238 +2,363	+8%	+$214K	0.75%	36
2024 Q1	$2.89M	Buy	30,875 +4,057	+15%	+$359K	0.73%	36
2023 Q4	$2.41M	Buy	26,818 +26,066	+3,466%	+$2.09M	0.64%	37
2023 Q3	$58.6K	Buy	752 +618	+461%	+$49.7K	0.02%	220
2023 Q2	$10.4K	Buy	+134	New	+$9.85K	﹤0.01%	334