Elevate Wealth Advisory’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 | $5.1M | Sell |
56,009
-2,346
| -4% | -$214K | 3.63% | 9 |
|
|
2025
Q1 | $5.09M | Sell |
58,355
-5,978
| -9% | -$521K | 3.6% | 7 |
|
|
2024
Q4 | $6.11M | Buy |
64,333
+464
| +0.7% | +$44.1K | 4.59% | 6 |
|
|
2024
Q3 | $6.13M | Buy |
63,869
+1,394
| +2% | +$134K | 4.55% | 6 |
|
|
2024
Q2 | $5.61M | Buy |
62,475
+914
| +1% | +$82K | 4.55% | 6 |
|
|
2024
Q1 | $5.77M | Sell |
61,561
-1,317
| -2% | -$123K | 5.02% | 6 |
|
|
2023
Q4 | $5.65M | Buy |
+62,878
| New | +$5.65M | 5.17% | 6 |
|