Steward Partners Investment Advisory’s Avantis US Small Cap Equity ETF AVSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.4K | Sell |
745
-476
| -39% | -$24.5K | ﹤0.01% | 2603 |
|
|
2025
Q1 | $59.1K | Hold |
1,221
| – | – | ﹤0.01% | 2297 |
|
|
2024
Q4 | $66.4K | Hold |
1,221
| – | – | ﹤0.01% | 2189 |
|
|
2024
Q3 | $66K | Sell |
1,221
-629
| -34% | -$34K | ﹤0.01% | 2094 |
|
|
2024
Q2 | $92.3K | Hold |
1,850
| – | – | ﹤0.01% | 1820 |
|
|
2024
Q1 | $96.9K | Hold |
1,850
| – | – | ﹤0.01% | 1782 |
|
|
2023
Q4 | $94.5K | Buy |
+1,850
| New | +$94.5K | ﹤0.01% | 1721 |
|