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M Wealth Management LLC’s Avantis US Small Cap Value ETF AVUV Stock Holding History

M Wealth Management LLC’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$549K Sell
6,030
-1,100
-15% -$100K 0.51% 27
2025
Q1 		$622K Hold
7,130
– – 0.58% 23
2024
Q4 		$688K Buy
+7,130
New +$688K 0.63% 21