Peak Planning Group’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
$1.65M Buy
2025
Q4
$1.48M Buy
2024
Q4
$1.48M Buy
2024
Q2
$350K Buy
2022
Q3
Sell
2022
Q2
$237K Buy
2021
Q4
$263K Buy
2021
Q3
$223K Buy