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SWM
Soundmark Wealth Management’s
Avantis US Small Cap Value ETF
AVUV
Stock Holding History
Soundmark Wealth Management’s Portfolio
AVUV Stock Details
AVUV Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-32,901
Closed
-$3.08M
–
6
2024
Q1
$3.08M
Sell
32,901
-6,428
-16%
-$569K
1.37%
21
2023
Q4
$3.53M
Sell
39,329
-2,432
-6%
-$195K
1.75%
20
2023
Q3
$3.26M
Sell
41,761
-2,341
-5%
-$188K
1.81%
20
2023
Q2
$3.42M
Buy
44,102
+1,128
+3%
+$82.9K
1.91%
19
2023
Q1
$3.18M
Sell
42,974
-1,678
-4%
-$131K
1.9%
20
2022
Q4
$3.33M
Sell
44,652
-6,343
-12%
-$477K
2.15%
20
2022
Q3
$3.37M
Sell
50,995
-2,849
-5%
-$208K
2.36%
15
2022
Q2
$3.68M
Buy
53,844
+9,534
+22%
+$722K
2.62%
13
2022
Q1
$3.54M
Buy
44,310
+3,559
+9%
+$282K
2.48%
14
2021
Q4
$3.25M
Sell
40,751
-182,412
-82%
-$14.5M
2.22%
16
2021
Q3
$16.9M
Buy
223,163
+3,709
+2%
+$275K
6.08%
6
2021
Q2
$16.5M
Sell
219,454
-9,405
-4%
-$711K
6.81%
6
2021
Q1
$16.5M
Buy
228,859
+4,941
+2%
+$331K
9.07%
2
2020
Q4
$12.7M
Buy
+223,918
New
+$11.5M
8.12%
5
Other funds holding AVUV
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
MWM
Merriman Wealth Management
Seattle, Washington
$2.4B AUM
13.66%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
MIAS
Mason Investment Advisory Services
Reston, Virginia
$2.17B AUM
28.39%
1-Year Est. Return
TI
Truepoint Inc
Cincinnati, Ohio
$4.48B AUM
13.76%
1-Year Est. Return
CM
Churchill Management
Los Angeles, California
$9.21B AUM
19.91%
1-Year Est. Return
BSW
Buckingham Strategic Wealth
Clayton, Missouri
$9.66B AUM
15.76%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UA
Unison Advisors
Washington, District of Columbia
$1.32B AUM
20.39%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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