FWM
Fonville Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.8M | Buy |
206,107
+37,055
| +22% | +$3.38M | 4.75% | 4 |
|
|
2025
Q1 | $14.7M | Buy |
169,052
+32,405
| +24% | +$2.82M | 4.33% | 4 |
|
|
2024
Q4 | $13.2M | Buy |
136,647
+15,280
| +13% | +$1.47M | 4.36% | 4 |
|
|
2024
Q3 | $11.6M | Buy |
121,367
+11,683
| +11% | +$1.12M | 4.02% | 4 |
|
|
2024
Q2 | $9.84M | Buy |
109,684
+17,400
| +19% | +$1.56M | 3.9% | 4 |
|
|
2024
Q1 | $8.65M | Buy |
92,284
+16,117
| +21% | +$1.51M | 3.83% | 5 |
|
|
2023
Q4 | $6.84M | Buy |
+76,167
| New | +$6.84M | 3.63% | 5 |
|