SW
Simplicity Wealth’s Avantis US Small Cap Equity ETF AVSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7M | Buy |
421,028
+222,301
| +112% | +$11.5M | 0.9% | 20 |
|
|
2025
Q1 | $9.62M | Buy |
+198,727
| New | +$9.62M | 0.75% | 23 |
|
|
2024
Q4 | – | Sell |
-151,138
| Closed | -$8.16M | – | 337 |
|
|
2024
Q3 | $8.16M | Buy |
151,138
+134,770
| +823% | +$7.28M | 0.76% | 25 |
|
|
2024
Q2 | $817K | Buy |
+16,368
| New | +$817K | 0.02% | 590 |
|