JTWM
Jackson Thornton Wealth Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Hold |
23,580
| – | – | 0.15% | 35 |
|
|
2025
Q1 | $1.05M | Buy |
23,580
+950
| +4% | +$42.4K | 0.14% | 35 |
|
|
2024
Q4 | $1.23M | Hold |
22,630
| – | – | 0.16% | 31 |
|
|
2024
Q3 | $1.22M | Buy |
22,630
+443
| +2% | +$23.9K | 0.16% | 30 |
|
|
2024
Q2 | $1.11M | Buy |
22,187
+365
| +2% | +$18.2K | 0.17% | 27 |
|
|
2024
Q1 | $1.14M | Buy |
21,822
+197
| +0.9% | +$10.3K | 0.19% | 23 |
|
|
2023
Q4 | $1.1M | Buy |
+21,625
| New | +$1.1M | 0.2% | 21 |
|