Fortress Wealth Management’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
$1.3M Buy
14,258
+2,986
+26% +$272K 0.63% 30
2025
Q1
$983K Buy
+11,272
New +$983K 0.51% 38
2022
Q3
Sell
-3,159
Closed -$216K 53
2022
Q2
$216K Buy
+3,159
New +$216K 0.2% 48