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Rockbridge Investment Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Rockbridge Investment Management’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-92
Closed -$6.29K – 143
2022
Q2 		$6.29K Hold
92
– – ﹤0.01% 433
2022
Q1 		$7.39K Hold
92
– – ﹤0.01% 562
2021
Q4 		$7K Buy
+92
New +$7.33K ﹤0.01% 608

Other funds holding AVUV

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Rockbridge Investment Management's AVUV Position: Q3 2022 in Review

Rockbridge Investment Management sold out of Avantis US Small Cap Value ETF (AVUV) in Q3 2022, closing a stake of 92 shares — an estimated $6.29K sold.

Rockbridge Investment Management first reported a position in AVUV in Q4 2021 and held it in 3 quarters. The position peaked at $7.39K in Q1 2022. 278 funds tracked by Wall St. Rank hold AVUV as of Q3 2022.

  • Rockbridge Investment Management reported no remaining Avantis US Small Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 92 Avantis US Small Cap Value ETF shares in Q3 2022, an estimated $6.29K.
  • Rockbridge Investment Management first reported a position in Avantis US Small Cap Value ETF in Q4 2021 and held it in 3 quarters.
  • Rockbridge Investment Management's Avantis US Small Cap Value ETF position peaked at $7.39K in Q1 2022.
  • 278 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2022.

Based on Rockbridge Investment Management's 13F filing for Q3 2022, filed 28 May 2024.