SHWM
Silicon Hills 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $8.06M | Buy |
103,847
+8,101
| +8% | +$629K | 4.55% | 5 |
|
|
2023
Q1 | $7.09M | Sell |
95,746
-182
| -0.2% | -$13.5K | 4.25% | 6 |
|
|
2022
Q4 | $7.15M | Buy |
95,928
+5,354
| +6% | +$399K | 5.31% | 3 |
|
|
2022
Q3 | $5.99M | Buy |
90,574
+131
| +0.1% | +$8.67K | 4.76% | 5 |
|
|
2022
Q2 | $6.18M | Buy |
90,443
+34,779
| +62% | +$2.38M | 4.52% | 4 |
|
|
2022
Q1 | $4.45M | Buy |
55,664
+19,283
| +53% | +$1.54M | 2.84% | 9 |
|
|
2021
Q4 | $2.9M | Buy |
36,381
+26,230
| +258% | +$2.09M | 1.8% | 12 |
|
|
2021
Q3 | $768K | Buy |
+10,151
| New | +$768K | 0.53% | 56 |
|