EverSource Wealth Advisors’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 | $17.3K | Hold |
336
| – | – | ﹤0.01% | 2402 |
|
|
2025
Q1 | $16.3K | Sell |
336
-329
| -49% | -$15.9K | ﹤0.01% | 1810 |
|
|
2024
Q4 | $36.1K | Hold |
665
| – | – | ﹤0.01% | 1336 |
|
|
2024
Q3 | $35.9K | Hold |
665
| – | – | ﹤0.01% | 1207 |
|
|
2024
Q2 | $37.3K | Buy |
665
+7
| +1% | +$392 | ﹤0.01% | 1235 |
|
|
2024
Q1 | $32.1K | Sell |
658
-11,608
| -95% | -$566K | ﹤0.01% | 1163 |
|
|
2023
Q4 | $626K | Buy |
12,266
+399
| +3% | +$20.4K | 0.06% | 221 |
|
|
2023
Q3 | $525K | Buy |
11,867
+593
| +5% | +$26.3K | 0.06% | 225 |
|
|
2023
Q2 | $514K | Sell |
11,274
-330
| -3% | -$15.1K | 0.06% | 225 |
|
|
2023
Q1 | $512K | Buy |
+11,604
| New | +$512K | 0.06% | 215 |
|