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Orgel Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Orgel Wealth Management’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,132
Closed -$312K – 93
2025
Q3 		$312K Hold
3,132
– – 0.01% 73
2025
Q2 		$285K Hold
3,132
– – 0.01% 76
2025
Q1 		$273K Sell
3,132
-810
-21% -$76.1K 0.01% 72
2024
Q4 		$381K Sell
3,942
-550
-12% -$54.6K 0.01% 70
2024
Q3 		$431K Sell
4,492
-164
-4% -$15.3K 0.01% 61
2024
Q2 		$418K Hold
4,656
– – 0.01% 60
2024
Q1 		$436K Sell
4,656
-40
-0.9% -$3.54K 0.01% 59
2023
Q4 		$422K Sell
4,696
-1,905
-29% -$152K 0.01% 58
2023
Q3 		$515K Hold
6,601
– – 0.02% 53
2023
Q2 		$512K Sell
6,601
-1,086
-14% -$79.8K 0.02% 53
2023
Q1 		$569K Hold
7,687
– – 0.02% 50
2022
Q4 		$573K Buy
+7,687
New +$578K 0.02% 50

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TI
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MIAS
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Northwestern Mutual Wealth Management
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Ameriprise
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