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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return