SWM
Selective Wealth Management’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 | $416K | Buy |
4,382
+732
| +20% | +$69.4K | 0.15% | 64 |
|
|
2025
Q1 | $288K | Sell |
3,650
-3,386
| -48% | -$267K | 0.13% | 76 |
|
|
2024
Q4 | $685K | Buy |
7,036
+27
| +0.4% | +$2.63K | 0.28% | 47 |
|
|
2024
Q3 | $665K | Hold |
7,009
| – | – | 0.28% | 49 |
|
|
2024
Q2 | $619K | Sell |
7,009
-247
| -3% | -$21.8K | 0.27% | 51 |
|
|
2024
Q1 | $652K | Buy |
7,256
+3,499
| +93% | +$314K | 0.28% | 48 |
|
|
2023
Q4 | $328K | Buy |
+3,757
| New | +$328K | 0.17% | 60 |
|
|
2022
Q4 | – | Sell |
-36
| Closed | -$2K | – | 168 |
|
|
2022
Q3 | $2K | Buy |
36
+30
| +500% | +$1.67K | ﹤0.01% | 659 |
|
|
2022
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 752 |
|
|
2022
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 721 |
|