Strategic Wealth Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-16,584
Closed -$1.55M 292
2024
Q1
$1.55M Buy
16,584
+103
+0.6% +$9.65K 0.17% 101
2023
Q4
$1.48M Buy
16,481
+3,830
+30% +$344K 0.18% 100
2023
Q3
$986K Buy
+12,651
New +$986K 0.13% 156