Spire 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
2026 Q1	$205K	Buy	1,859 +1,800	+3,051%	+$198K	0.01%	767
2025 Q4	$6.02K	Sell	59 -200	-77%	-$20K	﹤0.01%	1872
2025 Q3	$25.8K	Sell	259 -100	-28%	-$9.67K	﹤0.01%	1446
2025 Q2	$32.7K	Hold	359	–	–	﹤0.01%	1352
2025 Q1	$31.3K	Buy	359 +59	+20%	+$5.54K	﹤0.01%	1452
2024 Q4	$29K	Hold	300	–	–	﹤0.01%	1490
2024 Q3	$28.8K	Buy	300 +100	+50%	+$9.35K	﹤0.01%	1325
2024 Q2	$17.9K	Sell	200 -103	-34%	-$9.33K	﹤0.01%	1477
2024 Q1	$28.4K	Buy	303 +200	+194%	+$17.7K	﹤0.01%	1403
2023 Q4	$8.93K	Hold	103	–	–	﹤0.01%	1788
2023 Q3	$8.03K	Hold	103	–	–	﹤0.01%	1795
2023 Q2	$7.99K	Hold	103	–	–	﹤0.01%	1883
2023 Q1	$7.63K	Hold	103	–	–	﹤0.01%	1934
2022 Q4	$8K	Sell	103 -1	-1%	-$75	﹤0.01%	1683
2022 Q3	$7K	Hold	104	–	–	﹤0.01%	1646
2022 Q2	$7K	Buy	104 +1	+1%	+$76	﹤0.01%	2015
2022 Q1	$36K	Hold	103	–	–	﹤0.01%	1567
2021 Q4	$8K	Hold	103	–	–	﹤0.01%	2433
2021 Q3	$8K	Hold	103	–	–	﹤0.01%	2145
2021 Q2	$8K	Hold	103	–	–	﹤0.01%	2181
2021 Q1	$7K	Buy	+103	New	+$6.9K	﹤0.01%	2508