Gerber Kawasaki Wealth & Investment 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 | $777K | Sell |
8,527
-2,327
| -21% | -$212K | 0.03% | 163 |
|
2025
Q1 | $946K | Sell |
10,854
-2,561
| -19% | -$223K | 0.04% | 142 |
|
2024
Q4 | $1.3M | Sell |
13,415
-44,250
| -77% | -$4.27M | 0.06% | 127 |
|
2024
Q3 | $5.53M | Buy |
57,665
+43,061
| +295% | +$4.13M | 0.25% | 68 |
|
2024
Q2 | $1.31M | Buy |
14,604
+581
| +4% | +$52.1K | 0.07% | 119 |
|
2024
Q1 | $1.31M | Sell |
14,023
-996
| -7% | -$93.3K | 0.07% | 123 |
|
2023
Q4 | $1.35M | Buy |
15,019
+227
| +2% | +$20.4K | 0.08% | 118 |
|
2023
Q3 | $1.15M | Buy |
14,792
+1,157
| +8% | +$90.2K | 0.08% | 122 |
|
2023
Q2 | $1.06M | Sell |
13,635
-510
| -4% | -$39.6K | 0.07% | 126 |
|
2023
Q1 | $1.05M | Buy |
14,145
+1,399
| +11% | +$104K | 0.08% | 129 |
|
2022
Q4 | $950K | Sell |
12,746
-630
| -5% | -$46.9K | 0.08% | 126 |
|
2022
Q3 | $884K | Sell |
13,376
-2,242
| -14% | -$148K | 0.08% | 120 |
|
2022
Q2 | $1.07M | Buy |
15,618
+7,645
| +96% | +$522K | 0.1% | 112 |
|
2022
Q1 | $636K | Buy |
+7,973
| New | +$636K | 0.05% | 142 |
|