Perigon Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.55M | Buy |
|
|||||
|
2025
Q2 | $5.59M | Sell |
|
|||||
|
2025
Q1 | $6.3M | Buy |
|
|||||
|
2024
Q4 | $6.66M | Buy |
|
|||||
|
2024
Q3 | $4.87M | Buy |
|
|||||
|
2024
Q2 | $4.29M | Buy |
|
|||||
|
2024
Q1 | $4.39M | Buy |
|
|||||
|
2023
Q4 | $4.18M | Sell |
|
|||||
|
2023
Q3 | $3.78M | Buy |
|
|||||
|
2023
Q2 | $3.35M | Buy |
|
|||||
|
2023
Q1 | $2.74M | Sell |
|
|||||
|
2022
Q4 | $2.93M | Buy |
|
|||||
|
2022
Q3 | $2.03M | Sell |
|
|||||
|
2022
Q2 | $2.11M | Sell |
|
|||||
|
2022
Q1 | $2.48M | Buy |
|
|||||
|
2021
Q4 | $2.24M | Buy |
|
|||||
|
2021
Q3 | $2.07M | Buy |
|
|||||
|
2021
Q2 | $1.03M | Buy |
|
|||||
|
2021
Q1 | $347K | Buy |
|
|||||
|
2020
Q4 | $43K | Buy |
|