EnRich Financial Partners’s Avantis US Small Cap Equity ETF AVSC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $715K | Buy |
+13,872
| New | +$715K | 0.22% | 30 |
|
2025
Q1 | – | Sell |
-4,278
| Closed | -$233K | – | 69 |
|
2024
Q4 | $233K | Sell |
4,278
-50
| -1% | -$2.72K | 0.08% | 53 |
|
2024
Q3 | $234K | Hold |
4,328
| – | – | 0.08% | 51 |
|
2024
Q2 | $216K | Buy |
4,328
+216
| +5% | +$10.8K | 0.08% | 53 |
|
2024
Q1 | $215K | Sell |
4,112
-193
| -4% | -$10.1K | 0.08% | 50 |
|
2023
Q4 | $220K | Buy |
+4,305
| New | +$220K | 0.09% | 49 |
|