PS
Planned 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 | $6.24M | Sell |
68,541
-34,470
| -33% | -$3.14M | 2.38% | 12 |
|
|
2025
Q1 | $8.98M | Buy |
103,011
+2,471
| +2% | +$215K | 3.64% | 9 |
|
|
2024
Q4 | $9.71M | Buy |
100,540
+100,285
| +39,327% | +$9.68M | 3.92% | 9 |
|
|
2024
Q3 | $24.5K | Buy |
+255
| New | +$24.5K | 0.01% | 369 |
|