MGW
MB Generational Wealth’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
Q1 | $19.3M | Buy |
221,773
+4,160
| +2% | +$363K | 14.43% | 1 |
|
|
2024
Q4 | $21M | Sell |
217,613
-888
| -0.4% | -$85.7K | 15.41% | 1 |
|
|
2024
Q3 | $21M | Sell |
218,501
-5,486
| -2% | -$526K | 15.1% | 1 |
|
|
2024
Q2 | $20.1M | Buy |
223,987
+5,230
| +2% | +$469K | 15.58% | 1 |
|
|
2024
Q1 | $20.5M | Buy |
218,757
+21,927
| +11% | +$2.05M | 16.09% | 1 |
|
|
2023
Q4 | $17.7M | Buy |
+196,830
| New | +$17.7M | 16.59% | 1 |
|