EFP
AVSC icon

EnRich Financial Partners’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

EnRich Financial Partners’s Portfolio AVSC Stock Details AVSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$974K Buy
15,632
+1,395
+10% +$87.7K 0.26% 29
2025
Q4 		$836K Buy
14,237
+770
+6% +$44.6K 0.23% 29
2025
Q3 		$771K Sell
13,467
-405
-3% -$22.3K 0.22% 28
2025
Q2 		$715K Buy
+13,872
New +$670K 0.22% 30
2025
Q1 		– Sell
-4,278
Closed -$233K – 69
2024
Q4 		$233K Sell
4,278
-50
-1% -$2.79K 0.08% 53
2024
Q3 		$234K Hold
4,328
– – 0.08% 51
2024
Q2 		$216K Buy
4,328
+216
+5% +$10.9K 0.08% 53
2024
Q1 		$215K Sell
4,112
-193
-4% -$9.65K 0.08% 50
2023
Q4 		$220K Buy
+4,305
New +$195K 0.09% 49

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CA
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EGWAG
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Creative Planning
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AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return