Lantern Wealth Advisors’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 | $3.75M | Buy |
+41,155
| New | +$3.75M | 2.23% | 11 |
|
|
2024
Q4 | $4.43M | Sell |
45,890
-3,618
| -7% | -$349K | 2.88% | 5 |
|
|
2024
Q3 | $4.75M | Buy |
49,508
+2,161
| +5% | +$207K | 3.29% | 5 |
|
|
2024
Q2 | $4.25M | Buy |
47,347
+133
| +0.3% | +$11.9K | 3.08% | 5 |
|
|
2024
Q1 | $4.42M | Buy |
47,214
+304
| +0.6% | +$28.5K | 3.11% | 5 |
|
|
2023
Q4 | $4.21M | Buy |
+46,910
| New | +$4.21M | 3.3% | 5 |
|