MRWM
ML&R Wealth Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.63M | Sell |
31,105
-5,026
| -14% | -$263K | 0.37% | 22 |
|
|
2023
Q4 | $1.84M | Buy |
36,131
+1,146
| +3% | +$58.5K | 0.42% | 21 |
|
|
2023
Q3 | $1.55M | Buy |
34,985
+670
| +2% | +$29.7K | 0.4% | 20 |
|
|
2023
Q2 | $1.57M | Buy |
34,315
+2,966
| +9% | +$135K | 0.35% | 38 |
|
|
2023
Q1 | $1.38M | Sell |
31,349
-3,490
| -10% | -$154K | 0.37% | 23 |
|
|
2022
Q4 | $1.51M | Sell |
34,839
-7,362
| -17% | -$319K | 0.45% | 19 |
|
|
2022
Q3 | $1.67M | Buy |
42,201
+7,797
| +23% | +$308K | 0.56% | 16 |
|
|
2022
Q2 | $1.41M | Buy |
+34,404
| New | +$1.41M | 0.63% | 15 |
|