Goldstone Financial Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.78M	Sell	16,129 -10,724	-40%	-$1.18M	0.19%	84
2025 Q4	$2.74M	Sell	26,853 -331	-1%	-$33.1K	0.31%	61
2025 Q3	$2.71M	Buy	27,184 +380	+1%	+$36.8K	0.32%	58
2025 Q2	$2.55M	Buy	26,804 +861	+3%	+$74.2K	0.34%	56
2025 Q1	$2.26M	Sell	25,943 -5,816	-18%	-$546K	0.34%	62
2024 Q4	$3.07M	Buy	31,759 +6,061	+24%	+$602K	0.48%	49
2024 Q3	$2.47M	Buy	25,698 +3,505	+16%	+$328K	0.43%	52
2024 Q2	$1.99M	Buy	22,193 +4,053	+22%	+$367K	0.4%	52
2024 Q1	$1.7M	Buy	18,140 +3,770	+26%	+$334K	0.39%	48
2023 Q4	$1.29M	Buy	14,370 +3,170	+28%	+$254K	0.33%	56
2023 Q3	$873K	Buy	11,200 +884	+9%	+$71K	0.26%	76
2023 Q2	$801K	Buy	10,316 +2,552	+33%	+$188K	0.24%	78
2023 Q1	$575K	Buy	+7,764	New	+$608K	0.19%	80