Forum Financial 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 | $1.43M | Sell |
15,647
-650
| -4% | -$59.2K | 0.02% | 161 |
|
|
2025
Q1 | $1.42M | Buy |
+16,297
| New | +$1.42M | 0.02% | 164 |
|
|
2024
Q2 | – | Sell |
-3,883
| Closed | -$364K | – | 723 |
|
|
2024
Q1 | $364K | Sell |
3,883
-99
| -2% | -$9.28K | 0.01% | 427 |
|
|
2023
Q4 | $358K | Buy |
3,982
+546
| +16% | +$49K | 0.01% | 389 |
|
|
2023
Q3 | $268K | Hold |
3,436
| – | – | 0.01% | 458 |
|
|
2023
Q2 | $267K | Buy |
3,436
+305
| +10% | +$23.7K | 0.01% | 479 |
|
|
2023
Q1 | $232K | Buy |
+3,131
| New | +$232K | 0.01% | 495 |
|