LNWWM
Laird Norton Wetherby 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Buy |
+27,846
| New | +$2.54M | 0.11% | 176 |
|
|
2024
Q4 | $2.79M | Sell |
28,865
-4
| -0% | -$386 | 0.13% | 142 |
|
|
2024
Q3 | $2.77M | Buy |
28,869
+250
| +0.9% | +$24K | 0.13% | 160 |
|
|
2024
Q2 | $2.57M | Buy |
28,619
+1,994
| +7% | +$179K | 0.12% | 166 |
|
|
2024
Q1 | $2.5M | Sell |
26,625
-3,375
| -11% | -$316K | 0.12% | 175 |
|
|
2023
Q4 | $2.69M | Hold |
30,000
| – | – | 0.14% | 139 |
|
|
2023
Q3 | $2.34M | Hold |
30,000
| – | – | 0.13% | 145 |
|
|
2023
Q2 | $2.33M | Buy |
30,000
+5,000
| +20% | +$388K | 0.13% | 161 |
|
|
2023
Q1 | $1.85M | Hold |
25,000
| – | – | 0.11% | 206 |
|
|
2022
Q4 | $1.86M | Buy |
+25,000
| New | +$1.86M | 0.12% | 188 |
|