Moneta Group Investment Advisors’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 | $203K | Sell |
2,223
-4,832
| -68% | -$440K | ﹤0.01% | 673 |
|
|
2025
Q1 | $615K | Buy |
7,055
+212
| +3% | +$18.5K | 0.01% | 370 |
|
|
2024
Q4 | $661K | Buy |
6,843
+2,564
| +60% | +$248K | 0.01% | 344 |
|
|
2024
Q3 | $411K | Sell |
4,279
-136
| -3% | -$13K | 0.01% | 448 |
|
|
2024
Q2 | $396K | Buy |
4,415
+1,170
| +36% | +$105K | 0.01% | 431 |
|
|
2024
Q1 | $304K | Buy |
3,245
+170
| +6% | +$15.9K | 0.01% | 485 |
|
|
2023
Q4 | $276K | Buy |
+3,075
| New | +$276K | 0.01% | 463 |
|