DWM
Dogwood Wealth Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Sell |
64,363
-4,258
| -6% | -$229K | 1.69% | 17 |
|
|
2025
Q1 | $3.32M | Sell |
68,621
-540
| -0.8% | -$26.1K | 1.75% | 17 |
|
|
2024
Q4 | $3.76M | Sell |
69,161
-2,805
| -4% | -$152K | 1.99% | 17 |
|
|
2024
Q3 | $3.89M | Sell |
71,966
-962
| -1% | -$52K | 2.24% | 16 |
|
|
2024
Q2 | $3.64M | Buy |
72,928
+4,836
| +7% | +$241K | 2.24% | 17 |
|
|
2024
Q1 | $3.57M | Buy |
68,092
+6,451
| +10% | +$338K | 2.41% | 14 |
|
|
2023
Q4 | $3.15M | Buy |
+61,641
| New | +$3.15M | 2.46% | 13 |
|