Ruedi Wealth Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.02M | Buy |
19,774
+17,361
| +719% | +$895K | 0.3% | 29 |
|
2025
Q1 | $117K | Sell |
2,413
-534
| -18% | -$25.8K | 0.04% | 63 |
|
2024
Q4 | $160K | Hold |
2,947
| – | – | 0.05% | 52 |
|
2024
Q3 | $159K | Hold |
2,947
| – | – | 0.05% | 53 |
|
2024
Q2 | $147K | Hold |
2,947
| – | – | 0.06% | 54 |
|
2024
Q1 | $154K | Hold |
2,947
| – | – | 0.06% | 51 |
|
2023
Q4 | $150K | Hold |
2,947
| – | – | 0.07% | 50 |
|
2023
Q3 | $130K | Hold |
2,947
| – | – | 0.07% | 51 |
|
2023
Q2 | $134K | Buy |
+2,947
| New | +$134K | 0.08% | 49 |
|