Heritage Wealth Management (California)’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 | $1.98M | Buy |
21,716
+1,574
| +8% | +$143K | 1.32% | 20 |
|
|
2025
Q1 | $1.76M | Buy |
20,142
+1,320
| +7% | +$115K | 1.32% | 20 |
|
|
2024
Q4 | $1.82M | Buy |
18,822
+6,595
| +54% | +$637K | 1.31% | 19 |
|
|
2024
Q3 | $1.17M | Sell |
12,227
-166
| -1% | -$15.9K | 0.83% | 24 |
|
|
2024
Q2 | $1.11M | Buy |
12,393
+367
| +3% | +$32.9K | 0.82% | 24 |
|
|
2024
Q1 | $1.13M | Sell |
12,026
-1,252
| -9% | -$117K | 0.85% | 23 |
|
|
2023
Q4 | $1.19M | Buy |
+13,278
| New | +$1.19M | 0.95% | 21 |
|