HPIA
Hamilton Point Investment Advisors’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 | $12.1M | Buy |
132,483
+25,471
| +24% | +$2.32M | 1.99% | 13 |
|
|
2025
Q1 | $9.33M | Buy |
107,012
+1,501
| +1% | +$131K | 1.68% | 14 |
|
|
2024
Q4 | $10.2M | Buy |
105,511
+3,166
| +3% | +$306K | 1.8% | 13 |
|
|
2024
Q3 | $9.82M | Sell |
102,345
-735
| -0.7% | -$70.5K | 1.74% | 15 |
|
|
2024
Q2 | $9.25M | Buy |
103,080
+4,145
| +4% | +$372K | 1.76% | 16 |
|
|
2024
Q1 | $9.27M | Sell |
98,935
-1,736
| -2% | -$163K | 1.77% | 15 |
|
|
2023
Q4 | $9.04M | Buy |
100,671
+4,084
| +4% | +$367K | 1.81% | 18 |
|
|
2023
Q3 | $7.53M | Buy |
96,587
+3,735
| +4% | +$291K | 1.86% | 19 |
|
|
2023
Q2 | $7.21M | Buy |
92,852
+698
| +0.8% | +$54.2K | 1.72% | 21 |
|
|
2023
Q1 | $6.82M | Buy |
+92,154
| New | +$6.82M | 1.66% | 22 |
|