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GoalVest Advisory’s Avantis US Small Cap Value ETF AVUV Stock Holding History

GoalVest Advisory’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-59
Closed -$4.6K – 377
2023
Q3 		$4.6K Buy
+59
New +$4.74K ﹤0.01% 352

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

GoalVest Advisory's AVUV Position: Q4 2023 in Review

GoalVest Advisory sold out of Avantis US Small Cap Value ETF (AVUV) in Q4 2023, closing a stake of 59 shares — an estimated $4.6K sold.

GoalVest Advisory first reported a position in AVUV in Q3 2023 and held it in 1 quarter. The position peaked at $4.6K in Q3 2023. 568 funds tracked by Wall St. Rank hold AVUV as of Q4 2023.

  • GoalVest Advisory reported no remaining Avantis US Small Cap Value ETF position as of Q4 2023 after selling out during the quarter.
  • GoalVest Advisory sold 59 Avantis US Small Cap Value ETF shares in Q4 2023, an estimated $4.6K.
  • GoalVest Advisory first reported a position in Avantis US Small Cap Value ETF in Q3 2023 and held it in 1 quarter.
  • GoalVest Advisory's Avantis US Small Cap Value ETF position peaked at $4.6K in Q3 2023.
  • 568 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.