Selective Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$639K	Hold	5,386	–	–	0.19%	62
2025 Q4	$587K	Sell	5,386 -147	-3%	-$14.7K	0.18%	58
2025 Q3	$550K	Buy	5,533 +1,151	+26%	+$111K	0.18%	57
2025 Q2	$416K	Buy	4,382 +732	+20%	+$63.1K	0.15%	64
2025 Q1	$288K	Sell	3,650 -3,386	-48%	-$318K	0.13%	76
2024 Q4	$685K	Buy	7,036 +27	+0.4%	+$2.68K	0.28%	47
2024 Q3	$665K	Hold	7,009	–	–	0.28%	49
2024 Q2	$619K	Sell	7,009 -247	-3%	-$22.4K	0.27%	51
2024 Q1	$652K	Buy	7,256 +3,499	+93%	+$310K	0.28%	48
2023 Q4	$328K	Buy	+3,757	New	+$301K	0.17%	60
2022 Q4	–	Sell	-36	Closed	-$2K	–	168
2022 Q3	$2K	Buy	36 +30	+500%	+$2.19K	﹤0.01%	659
2022 Q2	$0	Hold	6	–	–	﹤0.01%	755
2022 Q1	$0	Buy	+6	New	+$475	﹤0.01%	723