PWMG
Private Wealth Management Group’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 | $9.59M | Buy |
105,308
+63
| +0.1% | +$5.74K | 3.19% | 13 |
|
|
2025
Q1 | $9.17M | Buy |
105,245
+18,167
| +21% | +$1.58M | 3.39% | 11 |
|
|
2024
Q4 | $8.41M | Buy |
87,078
+6,994
| +9% | +$675K | 3.22% | 12 |
|
|
2024
Q3 | $7.68M | Buy |
80,084
+6,067
| +8% | +$582K | 3.03% | 11 |
|
|
2024
Q2 | $6.64M | Buy |
74,017
+31,675
| +75% | +$2.84M | 2.88% | 11 |
|
|
2024
Q1 | $3.97M | Buy |
42,342
+6,656
| +19% | +$624K | 1.8% | 13 |
|
|
2023
Q4 | $3.2M | Buy |
+35,686
| New | +$3.2M | 1.57% | 15 |
|