Liberty Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $380K | Buy |
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|
2025
Q2 | $346K | Buy |
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|
2025
Q1 | $330K | Buy |
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|
2024
Q4 | $364K | Buy |
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|
2024
Q3 | $360K | Buy |
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|
2024
Q2 | $335K | Buy |
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|
2024
Q1 | $348K | Buy |
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|
2023
Q4 | $333K | Buy |
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|
2023
Q3 | $287K | Buy |
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|
2023
Q2 | $285K | Buy |
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|
2023
Q1 | $270K | Buy |
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|
2022
Q3 | $239K | Buy |
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|
2022
Q2 | $245K | Buy |
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|
2022
Q1 | $285K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $268K | Buy |
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|
2021
Q2 | $269K | Buy |
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