SW
SkyOak Wealth’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 | $3.85M | Sell |
42,274
-58,170
| -58% | -$5.3M | 0.77% | 38 |
|
|
2025
Q1 | $8.76M | Buy |
100,444
+25,719
| +34% | +$2.24M | 1.92% | 11 |
|
|
2024
Q4 | $7.21M | Buy |
74,725
+23,951
| +47% | +$2.31M | 1.54% | 16 |
|
|
2024
Q3 | $4.87M | Buy |
+50,774
| New | +$4.87M | 1.08% | 23 |
|