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Kelleher Financial Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Kelleher Financial Advisors’s Portfolio AVUV Stock Details AVUV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$297K Sell
3,265
-2,794
-46% -$255K 0.1% 109
2025
Q1 		$528K Sell
6,059
-31
-0.5% -$2.7K 0.21% 65
2024
Q4 		$588K Buy
6,090
+17
+0.3% +$1.64K 0.22% 61
2024
Q3 		$583K Buy
+6,073
New +$583K 0.22% 60