Family Wealth Partners’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 | $8.35M | Buy |
91,622
+2,474
| +3% | +$225K | 3.34% | 11 |
|
|
2025
Q1 | $7.77M | Buy |
89,148
+7,044
| +9% | +$614K | 3.55% | 10 |
|
|
2024
Q4 | $7.93M | Buy |
82,104
+13,815
| +20% | +$1.33M | 3.77% | 6 |
|
|
2024
Q3 | $6.55M | Buy |
68,289
+1,481
| +2% | +$142K | 3.35% | 7 |
|
|
2024
Q2 | $5.99M | Buy |
66,808
+9,046
| +16% | +$812K | 3.11% | 8 |
|
|
2024
Q1 | $5.41M | Buy |
57,762
+21,544
| +59% | +$2.02M | 3.07% | 7 |
|
|
2023
Q4 | $3.25M | Buy |
+36,218
| New | +$3.25M | 2.51% | 11 |
|