MWM
Mattern Wealth Management’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 | – | Sell |
-9,074
| Closed | -$439K | – | 163 |
|
|
2025
Q1 | $439K | Hold |
9,074
| – | – | 0.1% | 105 |
|
|
2024
Q4 | $493K | Sell |
9,074
-24,952
| -73% | -$1.36M | 0.11% | 101 |
|
|
2024
Q3 | $2.15M | Buy |
34,026
+26,802
| +371% | +$1.7M | 0.47% | 49 |
|
|
2024
Q2 | $361K | Buy |
7,224
+3,000
| +71% | +$150K | 0.09% | 127 |
|
|
2024
Q1 | $221K | Buy |
4,224
+11
| +0.3% | +$576 | 0.05% | 168 |
|
|
2023
Q4 | $215K | Buy |
+4,213
| New | +$215K | 0.06% | 164 |
|