Guardian Wealth Advisors (North Carolina)’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 | $369K | Sell |
4,054
-170
| -4% | -$15.5K | 0.03% | 238 |
|
|
2025
Q1 | $368K | Buy |
+4,224
| New | +$368K | 0.03% | 221 |
|
|
2024
Q4 | – | Sell |
-2,709
| Closed | -$260K | – | 520 |
|
|
2024
Q3 | $260K | Buy |
2,709
+64
| +2% | +$6.14K | 0.03% | 232 |
|
|
2024
Q2 | $237K | Buy |
2,645
+128
| +5% | +$11.5K | 0.03% | 236 |
|
|
2024
Q1 | $236K | Buy |
2,517
+123
| +5% | +$11.5K | 0.03% | 244 |
|
|
2023
Q4 | $215K | Buy |
+2,394
| New | +$215K | 0.03% | 234 |
|