HWMG
Hurlow Wealth Management Group’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 | $204K | Buy |
+2,235
| New | +$204K | 0.06% | 125 |
|
2025
Q1 | – | Sell |
-2,235
| Closed | -$216K | – | 122 |
|
2024
Q4 | $216K | Hold |
2,235
| – | – | 0.07% | 116 |
|
2024
Q3 | $214K | Buy |
2,235
+2
| +0.1% | +$192 | 0.07% | 115 |
|
2024
Q2 | $200K | Buy |
2,233
+46
| +2% | +$4.13K | 0.07% | 116 |
|
2024
Q1 | $205K | Buy |
+2,187
| New | +$205K | 0.07% | 114 |
|