Morton Brown Family Wealth’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 | $19.2M | Buy |
210,393
+2,006
| +1% | +$183K | 5.83% | 4 |
|
|
2025
Q1 | $18.2M | Buy |
208,387
+19,512
| +10% | +$1.7M | 6.17% | 5 |
|
|
2024
Q4 | $18.2M | Buy |
188,875
+11,440
| +6% | +$1.1M | 6.35% | 5 |
|
|
2024
Q3 | $17M | Buy |
177,435
+27,398
| +18% | +$2.63M | 6.05% | 5 |
|
|
2024
Q2 | $14.5M | Buy |
150,037
+18,500
| +14% | +$1.78M | 5.71% | 5 |
|
|
2024
Q1 | $12.3M | Buy |
131,537
+82,704
| +169% | +$7.75M | 5.09% | 6 |
|
|
2023
Q4 | $4.39M | Buy |
48,833
+48,289
| +8,877% | +$4.34M | 1.92% | 11 |
|
|
2023
Q3 | $42.4K | Hold |
544
| – | – | 0.02% | 85 |
|
|
2023
Q2 | $42.2K | Buy |
+544
| New | +$42.2K | 0.02% | 82 |
|