Financial Symmetry’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 | $488K | Buy |
5,360
+1,317
| +33% | +$120K | 0.25% | 29 |
|
|
2025
Q1 | $352K | Buy |
4,043
+943
| +30% | +$82.2K | 0.22% | 32 |
|
|
2024
Q4 | $299K | Sell |
3,100
-926
| -23% | -$89.4K | 0.2% | 34 |
|
|
2024
Q3 | $386K | Buy |
4,026
+5
| +0.1% | +$480 | 0.27% | 30 |
|
|
2024
Q2 | $361K | Buy |
4,021
+1,131
| +39% | +$101K | 0.28% | 26 |
|
|
2024
Q1 | $271K | Hold |
2,890
| – | – | 0.24% | 31 |
|
|
2023
Q4 | $259K | Buy |
+2,890
| New | +$259K | 0.26% | 29 |
|