Root Financial Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,926
| Closed | -$1.62M | – | 217 |
|
|
2024
Q3 | $1.62M | Buy |
+16,926
| New | +$1.62M | 0.26% | 38 |
|
|
2024
Q1 | – | Sell |
-6,421
| Closed | -$577K | – | 98 |
|
|
2023
Q4 | $577K | Buy |
6,421
+31
| +0.5% | +$2.78K | 0.22% | 47 |
|
|
2023
Q3 | $498K | Buy |
6,390
+29
| +0.5% | +$2.26K | 0.26% | 42 |
|
|
2023
Q2 | $494K | Buy |
6,361
+32
| +0.5% | +$2.48K | 0.29% | 41 |
|
|
2023
Q1 | $469K | Buy |
+6,329
| New | +$469K | 0.33% | 42 |
|