Meredith Wealth Planning’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
2026 Q1	$65.4M	Buy	591,966 +8,399	+1%	+$925K	17.72%	1
2025 Q4	$59.5M	Buy	583,567 +488	+0.1%	+$48.8K	17.72%	1
2025 Q3	$58M	Buy	583,079 +17,480	+3%	+$1.69M	18.39%	1
2025 Q2	$51.5M	Buy	565,599 +86,086	+18%	+$7.42M	18.71%	1
2025 Q1	$41.8M	Buy	479,513 +9,291	+2%	+$873K	18.44%	1
2024 Q4	$45.4M	Buy	470,222 +12,893	+3%	+$1.28M	20.23%	1
2024 Q3	$43.9M	Buy	457,329 +5,972	+1%	+$558K	20.94%	1
2024 Q2	$40.5M	Buy	451,357 +6,183	+1%	+$560K	21.22%	1
2024 Q1	$41.7M	Buy	445,174 +672	+0.2%	+$59.5K	23.27%	1
2023 Q4	$39.9M	Sell	444,502 -67,048	-13%	-$5.36M	24.81%	1
2023 Q3	$39.9M	Buy	511,550 +35,578	+7%	+$2.86M	29.64%	1
2023 Q2	$36.9M	Buy	475,972 +11,467	+2%	+$843K	30.05%	1
2023 Q1	$34.4M	Buy	464,505 +21,931	+5%	+$1.72M	27.69%	1
2022 Q4	$33M	Buy	+442,574	New	+$33.3M	28.4%	1