Soundmark Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$3.08M Sell
2023
Q4
$3.53M Sell
2023
Q3
$3.26M Sell
2023
Q2
$3.42M Buy
2023
Q1
$3.18M Sell
2022
Q4
$3.33M Sell
2022
Q3
$3.37M Sell
2022
Q2
$3.68M Buy
2022
Q1
$3.54M Buy
2021
Q4
$3.25M Sell
2021
Q3
$16.9M Buy
2021
Q2
$16.5M Sell
2021
Q1
$16.5M Buy
2020
Q4
$12.7M Buy