Herold Advisors’s Avantis US Small Cap Equity ETF AVSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Sell |
5,730
-2,217
| -28% | -$114K | 0.06% | 237 |
|
|
2025
Q1 | $385K | Sell |
7,947
-474
| -6% | -$22.9K | 0.08% | 196 |
|
|
2024
Q4 | $458K | Hold |
8,421
| – | – | 0.1% | 191 |
|
|
2024
Q3 | $455K | Sell |
8,421
-1,420
| -14% | -$76.7K | 0.1% | 194 |
|
|
2024
Q2 | $491K | Buy |
9,841
+2
| +0% | +$100 | 0.11% | 183 |
|
|
2024
Q1 | $515K | Buy |
+9,839
| New | +$515K | 0.12% | 174 |
|