Merriman Wealth Management
AVSC icon

Merriman Wealth Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Merriman Wealth Management’s Portfolio AVSC Stock Details AVSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-133,357
Closed -$5.78M – 197
2022
Q4 		$5.78M Buy
+133,357
New +$5.83M 0.3% 45

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Merriman Wealth Management's AVSC Position: Q1 2023 in Review

Merriman Wealth Management sold out of Avantis US Small Cap Equity ETF (AVSC) in Q1 2023, closing a stake of 133,357 shares — an estimated $5.78M sold.

Merriman Wealth Management first reported a position in AVSC in Q4 2022 and held it in 1 quarter. The position peaked at $5.78M in Q4 2022. 40 funds tracked by Wall St. Rank hold AVSC as of Q1 2023.

  • Merriman Wealth Management reported no remaining Avantis US Small Cap Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Merriman Wealth Management sold 133,357 Avantis US Small Cap Equity ETF shares in Q1 2023, an estimated $5.78M.
  • Merriman Wealth Management first reported a position in Avantis US Small Cap Equity ETF in Q4 2022 and held it in 1 quarter.
  • Merriman Wealth Management's Avantis US Small Cap Equity ETF position peaked at $5.78M in Q4 2022.
  • 40 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2023.

Based on Merriman Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.