MRWM
ML&R Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.56M | Sell |
27,304
-5,281
| -16% | -$495K | 0.59% | 15 |
|
|
2023
Q4 | $2.93M | Buy |
32,585
+1,324
| +4% | +$119K | 0.66% | 15 |
|
|
2023
Q3 | $2.44M | Buy |
31,261
+635
| +2% | +$49.5K | 0.64% | 16 |
|
|
2023
Q2 | $2.38M | Sell |
30,626
-4,071
| -12% | -$316K | 0.52% | 30 |
|
|
2023
Q1 | $2.57M | Buy |
34,697
+116
| +0.3% | +$8.59K | 0.69% | 13 |
|
|
2022
Q4 | $2.58M | Buy |
34,581
+17,836
| +107% | +$1.33M | 0.77% | 12 |
|
|
2022
Q3 | $1.11M | Buy |
16,745
+2,357
| +16% | +$156K | 0.37% | 22 |
|
|
2022
Q2 | $984K | Buy |
14,388
+9,717
| +208% | +$665K | 0.44% | 18 |
|
|
2022
Q1 | $373K | Buy |
4,671
+1,001
| +27% | +$79.9K | 0.14% | 33 |
|
|
2021
Q4 | $293K | Buy |
+3,670
| New | +$293K | 0.11% | 35 |
|