Oak Wealth 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
$7.46M Sell
81,905
-1,426
-2% -$130K 4.79% 7
2025
Q1
$7.26M Buy
83,331
+2,879
+4% +$251K 5.37% 6
2024
Q4
$7.77M Buy
+80,452
New +$7.77M 5.97% 5