LWM
LJI 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 | $2M | Sell |
21,904
-3,838
| -15% | -$350K | 0.35% | 34 |
|
|
2025
Q1 | $2.24M | Buy |
25,742
+1,180
| +5% | +$103K | 0.45% | 29 |
|
|
2024
Q4 | $2.37M | Buy |
24,562
+3,918
| +19% | +$378K | 0.47% | 29 |
|
|
2024
Q3 | $1.98M | Buy |
20,644
+8,202
| +66% | +$787K | 0.4% | 32 |
|
|
2024
Q2 | $1.12M | Buy |
12,442
+1,609
| +15% | +$144K | 0.25% | 51 |
|
|
2024
Q1 | $1.02M | Buy |
10,833
+2,924
| +37% | +$274K | 0.26% | 41 |
|
|
2023
Q4 | $710K | Buy |
+7,909
| New | +$710K | 0.18% | 65 |
|