OneDigital Investment Advisors’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	$18M	Buy	162,931 +59,418	+57%	+$6.54M	0.18%	116
2025 Q4	$10.6M	Sell	103,513 -17,452	-14%	-$1.75M	0.1%	167
2025 Q3	$12M	Sell	120,965 -12,453	-9%	-$1.2M	0.12%	153
2025 Q2	$12.2M	Sell	133,418 -9,461	-7%	-$815K	0.14%	139
2025 Q1	$12.5M	Buy	142,879 +9,967	+7%	+$936K	0.15%	134
2024 Q4	$12.8M	Buy	132,912 +21,569	+19%	+$2.14M	0.15%	130
2024 Q3	$10.7M	Buy	111,343 +2,408	+2%	+$225K	0.12%	145
2024 Q2	$9.77M	Buy	108,935 +6,454	+6%	+$585K	0.12%	146
2024 Q1	$9.6M	Buy	102,481 +1,090	+1%	+$96.4K	0.15%	131
2023 Q4	$9.1M	Buy	101,391 +4,052	+4%	+$324K	0.16%	130
2023 Q3	$7.59M	Buy	97,339 +11,698	+14%	+$940K	0.16%	116
2023 Q2	$6.65M	Buy	85,641 +179	+0.2%	+$13.2K	0.15%	120
2023 Q1	$6.33M	Buy	85,462 +56,386	+194%	+$4.42M	0.15%	126
2022 Q4	$2.17M	Buy	29,076 +20,445	+237%	+$1.54M	0.06%	250
2022 Q3	$571K	Buy	+8,631	New	+$629K	0.02%	425