Kingsview Wealth Management’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 | $1.18M | Buy |
12,989
+7,250
| +126% | +$660K | 0.02% | 544 |
|
|
2025
Q1 | $500K | Buy |
+5,739
| New | +$500K | 0.01% | 725 |
|
|
2024
Q2 | – | Sell |
-28,002
| Closed | -$2.62M | – | 1038 |
|
|
2024
Q1 | $2.62M | Buy |
+28,002
| New | +$2.62M | 0.07% | 273 |
|
|
2023
Q2 | – | Sell |
-3,617
| Closed | -$268K | – | 908 |
|
|
2023
Q1 | $268K | Sell |
3,617
-33,126
| -90% | -$2.45M | 0.01% | 748 |
|
|
2022
Q4 | $2.74M | Buy |
36,743
+3,781
| +11% | +$282K | 0.12% | 200 |
|
|
2022
Q3 | $2.18M | Buy |
32,962
+2,250
| +7% | +$149K | 0.1% | 214 |
|
|
2022
Q2 | $2.1M | Buy |
30,712
+3,925
| +15% | +$268K | 0.1% | 220 |
|
|
2022
Q1 | $2.14M | Buy |
26,787
+8,212
| +44% | +$656K | 0.09% | 230 |
|
|
2021
Q4 | $1.48M | Buy |
+18,575
| New | +$1.48M | 0.06% | 293 |
|