Meridian Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
12,208
+102
| +0.8% | +$9.29K | 0.05% | 290 |
|
|
2025
Q1 | $1.06M | Sell |
12,106
-234
| -2% | -$20.4K | 0.05% | 284 |
|
|
2024
Q4 | $1.19M | Sell |
12,340
-304
| -2% | -$29.3K | 0.06% | 260 |
|
|
2024
Q3 | $1.21M | Buy |
+12,644
| New | +$1.21M | 0.06% | 249 |
|
|
2024
Q2 | – | Sell |
-8,929
| Closed | -$837K | – | 308 |
|
|
2024
Q1 | $837K | Buy |
8,929
+1,201
| +16% | +$113K | 0.14% | 102 |
|
|
2023
Q4 | $694K | Sell |
7,728
-2,682
| -26% | -$241K | 0.04% | 319 |
|
|
2023
Q3 | $811K | Buy |
10,410
+6,142
| +144% | +$479K | 0.05% | 271 |
|
|
2023
Q2 | $331K | Buy |
+4,268
| New | +$331K | 0.03% | 411 |
|