GWP
Gateway Wealth Partners’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 | $7.51M | Buy |
82,426
+16,303
| +25% | +$1.49M | 1.42% | 10 |
|
2025
Q1 | $5.76M | Buy |
66,123
+7,167
| +12% | +$625K | 1.3% | 11 |
|
2024
Q4 | $5.69M | Buy |
58,956
+27,232
| +86% | +$2.63M | 1.47% | 11 |
|
2024
Q3 | $3.04M | Buy |
31,724
+960
| +3% | +$92.1K | 0.84% | 32 |
|
2024
Q2 | $2.76M | Buy |
30,764
+6,138
| +25% | +$551K | 0.83% | 29 |
|
2024
Q1 | $2.31M | Buy |
24,626
+3,977
| +19% | +$373K | 0.83% | 32 |
|
2023
Q4 | $1.85M | Buy |
20,649
+2,698
| +15% | +$242K | 0.75% | 35 |
|
2023
Q3 | $1.4M | Buy |
17,951
+292
| +2% | +$22.8K | 0.25% | 64 |
|
2023
Q2 | $1.37M | Buy |
17,659
+6,649
| +60% | +$516K | 0.25% | 64 |
|
2023
Q1 | $815K | Buy |
+11,010
| New | +$815K | 0.13% | 85 |
|