IAG Wealth Partners’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 | – | Sell |
-113
| Closed | -$9.85K | – | 495 |
|
|
2025
Q1 | $9.85K | Sell |
113
-592
| -84% | -$51.6K | ﹤0.01% | 338 |
|
|
2024
Q4 | $68.1K | Hold |
705
| – | – | 0.01% | 173 |
|
|
2024
Q3 | $67.6K | Buy |
705
+113
| +19% | +$10.8K | 0.01% | 162 |
|
|
2024
Q2 | $53.1K | Buy |
+592
| New | +$53.1K | 0.01% | 173 |
|
|
2023
Q2 | – | Sell |
-411
| Closed | -$30.4K | – | 456 |
|
|
2023
Q1 | $30.4K | Buy |
+411
| New | +$30.4K | 0.01% | 181 |
|
|
2022
Q4 | – | Sell |
-196
| Closed | -$13K | – | 441 |
|
|
2022
Q3 | $13K | Sell |
196
-460
| -70% | -$30.5K | ﹤0.01% | 244 |
|
|
2022
Q2 | $45K | Buy |
+656
| New | +$45K | 0.01% | 134 |
|