Herold Advisors’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$439K Sell
6,712
-4,669
-41% -$305K 0.09% 199
2025
Q1
$699K Buy
11,381
+406
+4% +$24.9K 0.15% 151
2024
Q4
$716K Buy
10,975
+805
+8% +$52.6K 0.16% 147
2024
Q3
$653K Hold
10,170
0.14% 159
2024
Q2
$607K Buy
+10,170
New +$607K 0.14% 160