SHFA
SC&H Financial Advisors’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 | $4.75M | Buy |
52,093
+865
| +2% | +$78.8K | 0.81% | 20 |
|
|
2025
Q1 | $4.47M | Sell |
51,228
-863
| -2% | -$75.2K | 0.88% | 20 |
|
|
2024
Q4 | $5.03M | Buy |
52,091
+1,111
| +2% | +$107K | 1.04% | 19 |
|
|
2024
Q3 | $4.89M | Buy |
50,980
+3,827
| +8% | +$367K | 1.07% | 17 |
|
|
2024
Q2 | $4.23M | Sell |
47,153
-114
| -0.2% | -$10.2K | 1.04% | 17 |
|
|
2024
Q1 | $4.43M | Buy |
47,267
+2,332
| +5% | +$219K | 1.15% | 17 |
|
|
2023
Q4 | $4.04M | Buy |
44,935
+1,585
| +4% | +$142K | 1.16% | 17 |
|
|
2023
Q3 | $3.38M | Sell |
43,350
-512
| -1% | -$39.9K | 1.12% | 17 |
|
|
2023
Q2 | $3.4M | Buy |
43,862
+1,782
| +4% | +$138K | 1.12% | 17 |
|
|
2023
Q1 | $3.12M | Buy |
42,080
+2,848
| +7% | +$211K | 1.14% | 16 |
|
|
2022
Q4 | $2.92M | Buy |
39,232
+2,807
| +8% | +$209K | 1.21% | 17 |
|
|
2022
Q3 | $2.41M | Sell |
36,425
-17,026
| -32% | -$1.13M | 1.2% | 18 |
|
|
2022
Q2 | $3.65M | Buy |
53,451
+3,752
| +8% | +$256K | 1.7% | 16 |
|
|
2022
Q1 | $3.97M | Buy |
49,699
+21,567
| +77% | +$1.72M | 1.89% | 15 |
|
|
2021
Q4 | $2.24M | Buy |
+28,132
| New | +$2.24M | 1.24% | 17 |
|