LFA
Level Financial Advisors’s Avantis US Small Cap Equity ETF AVSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42M | Buy |
66,326
+5,454
| +9% | +$281K | 1.06% | 24 |
|
|
2025
Q1 | $2.95M | Buy |
60,872
+2,508
| +4% | +$121K | 1% | 25 |
|
|
2024
Q4 | $3.17M | Buy |
58,364
+11,646
| +25% | +$633K | 1.16% | 22 |
|
|
2024
Q3 | $2.52M | Buy |
46,718
+11,533
| +33% | +$623K | 0.96% | 25 |
|
|
2024
Q2 | $1.76M | Buy |
35,185
+10,245
| +41% | +$511K | 0.76% | 30 |
|
|
2024
Q1 | $1.31M | Buy |
24,940
+9,250
| +59% | +$484K | 0.59% | 32 |
|
|
2023
Q4 | $801K | Buy |
15,690
+4,652
| +42% | +$238K | 0.4% | 35 |
|
|
2023
Q3 | $489K | Buy |
11,038
+2,511
| +29% | +$111K | 0.27% | 41 |
|
|
2023
Q2 | $389K | Buy |
8,527
+1,299
| +18% | +$59.3K | 0.22% | 46 |
|
|
2023
Q1 | $319K | Buy |
7,228
+1,011
| +16% | +$44.6K | 0.19% | 46 |
|
|
2022
Q4 | $270K | Buy |
6,217
+620
| +11% | +$26.9K | 0.18% | 46 |
|
|
2022
Q3 | $221K | Buy |
5,597
+4,555
| +437% | +$180K | 0.16% | 47 |
|
|
2022
Q2 | $43K | Buy |
+1,042
| New | +$43K | 0.03% | 110 |
|