EWM
Empirical 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 | $30.1M | Buy |
329,958
+36,530
| +12% | +$3.33M | 0.68% | 25 |
|
|
2025
Q1 | $25.6M | Buy |
293,428
+27,640
| +10% | +$2.41M | 0.66% | 26 |
|
|
2024
Q4 | $25.7M | Buy |
265,788
+29,343
| +12% | +$2.83M | 0.7% | 27 |
|
|
2024
Q3 | $22.7M | Buy |
236,445
+23,512
| +11% | +$2.26M | 0.64% | 30 |
|
|
2024
Q2 | $19.1M | Buy |
212,933
+28,923
| +16% | +$2.59M | 0.57% | 30 |
|
|
2024
Q1 | $17.2M | Buy |
184,010
+29,772
| +19% | +$2.79M | 0.52% | 34 |
|
|
2023
Q4 | $13.9M | Buy |
154,238
+33,498
| +28% | +$3.01M | 0.46% | 37 |
|
|
2023
Q3 | $9.41M | Buy |
120,740
+40,122
| +50% | +$3.13M | 0.37% | 57 |
|
|
2023
Q2 | $6.26M | Buy |
+80,618
| New | +$6.26M | 0.25% | 81 |
|