PWS
Physician Wealth Solutions’s Avantis US Small Cap Value ETF AVUV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.17M | Buy |
67,729
+26,314
| +64% | +$2.4M | 2.86% | 14 |
|
2025
Q1 | $3.61M | Buy |
41,415
+2,144
| +5% | +$187K | 1.81% | 17 |
|
2024
Q4 | $3.79M | Buy |
39,271
+2,108
| +6% | +$203K | 1.9% | 15 |
|
2024
Q3 | $3.56M | Buy |
37,163
+4,437
| +14% | +$425K | 1.78% | 15 |
|
2024
Q2 | $2.94M | Buy |
32,726
+4,359
| +15% | +$391K | 2.1% | 16 |
|
2024
Q1 | $2.66M | Buy |
28,367
+1,596
| +6% | +$150K | 2.23% | 19 |
|
2023
Q4 | $2.4M | Buy |
+26,771
| New | +$2.4M | 2.4% | 18 |
|