Mattern 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
Q2 | – | Sell |
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|
2025
Q1 | $1.31M | Sell |
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|
2024
Q4 | $1.98M | Sell |
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|
2024
Q3 | $2.24M | Buy |
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|
2024
Q2 | $1.84M | Buy |
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|
2024
Q1 | $756K | Sell |
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|
2023
Q4 | $729K | Hold |
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|
2023
Q3 | $633K | Buy |
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|
2023
Q2 | $549K | Sell |
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|
2023
Q1 | $1.38M | Sell |
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|
2022
Q4 | $3.76M | Sell |
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|
2022
Q3 | $4.36M | Sell |
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|
2022
Q2 | $4.68M | Buy |
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|
2022
Q1 | $5.13M | Buy |
|