Congress Wealth Management’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	$1.34M	Sell	14,761 -157	-1%	-$14.3K	0.01%	635
2025 Q1	$1.31M	Buy	14,918 +10,812	+263%	+$953K	0.02%	566
2024 Q4	$396K	Buy	4,106 +70	+2%	+$6.76K	0.01%	692
2024 Q3	$387K	Buy	4,036 +420	+12%	+$40.3K	0.01%	684
2024 Q2	$324K	Buy	+3,616	New	+$324K	0.01%	595