Morton Brown Family Wealth’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$25.7M	Buy	232,530 +7,081	+3%	+$780K	6.79%	4
2025 Q4	$23M	Buy	225,449 +13,502	+6%	+$1.35M	6.26%	4
2025 Q3	$21.1M	Buy	211,947 +1,554	+0.7%	+$150K	6.05%	5
2025 Q2	$19.2M	Buy	210,393 +2,006	+1%	+$173K	5.83%	4
2025 Q1	$18.2M	Buy	208,387 +19,512	+10%	+$1.83M	6.17%	5
2024 Q4	$18.2M	Buy	188,875 +11,440	+6%	+$1.14M	6.35%	5
2024 Q3	$17M	Buy	177,435 +27,398	+18%	+$2.56M	6.05%	5
2024 Q2	$14.5M	Buy	150,037 +18,500	+14%	+$1.68M	5.71%	5
2024 Q1	$12.3M	Buy	131,537 +82,704	+169%	+$7.32M	5.09%	6
2023 Q4	$4.39M	Buy	48,833 +48,289	+8,877%	+$3.86M	1.92%	11
2023 Q3	$42.4K	Hold	544	–	–	0.02%	85
2023 Q2	$42.2K	Buy	+544	New	+$40K	0.02%	82