Morris Financial Concepts’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 | $23.8K | Hold |
261
| – | – | 0.01% | 166 |
|
|
2025
Q1 | $22.8K | Sell |
261
-25
| -9% | -$2.18K | 0.01% | 165 |
|
|
2024
Q4 | $27.6K | Buy |
286
+6
| +2% | +$579 | 0.01% | 153 |
|
|
2024
Q3 | $26.9K | Buy |
280
+5
| +2% | +$480 | 0.01% | 158 |
|
|
2024
Q2 | $24.7K | Buy |
275
+73
| +36% | +$6.55K | 0.01% | 132 |
|
|
2024
Q1 | $18.9K | Hold |
202
| – | – | 0.01% | 132 |
|
|
2023
Q4 | $18.1K | Hold |
202
| – | – | 0.01% | 128 |
|
|
2023
Q3 | $15.7K | Hold |
202
| – | – | 0.01% | 119 |
|
|
2023
Q2 | $15.7K | Hold |
202
| – | – | 0.01% | 122 |
|
|
2023
Q1 | $15K | Sell |
202
-1
| -0.5% | -$74 | 0.01% | 120 |
|
|
2022
Q4 | $15.1K | Buy |
+203
| New | +$15.1K | 0.01% | 111 |
|