JWM
Janiczek Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.87K | Hold |
32
| – | – | ﹤0.01% | 810 |
|
|
2024
Q1 | $3K | Buy |
32
+10
| +45% | +$937 | ﹤0.01% | 824 |
|
|
2023
Q4 | $1.98K | Buy |
22
+3
| +16% | +$269 | ﹤0.01% | 857 |
|
|
2023
Q3 | $1.48K | Sell |
19
-2
| -10% | -$156 | ﹤0.01% | 868 |
|
|
2023
Q2 | $1.63K | Buy |
21
+1
| +5% | +$78 | ﹤0.01% | 790 |
|
|
2023
Q1 | $1.48K | Buy |
20
+4
| +25% | +$296 | ﹤0.01% | 799 |
|
|
2022
Q4 | $1.27K | Sell |
16
-6,438
| -100% | -$510K | ﹤0.01% | 832 |
|
|
2022
Q3 | $449K | Hold |
6,454
| – | – | 0.15% | 45 |
|
|
2022
Q2 | $489K | Buy |
+6,454
| New | +$489K | 0.15% | 48 |
|