TCPWM
Traverso Chambers Private Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $8.15M | Buy |
90,740
+1,204
| +1% | +$108K | 1.98% | 14 |
|
|
2023
Q3 | $6.98M | Sell |
89,536
-1,021
| -1% | -$79.6K | 1.87% | 15 |
|
|
2023
Q2 | $7.03M | Buy |
90,557
+755
| +0.8% | +$58.6K | 1.85% | 18 |
|
|
2023
Q1 | $6.65M | Buy |
89,802
+6,016
| +7% | +$446K | 1.82% | 16 |
|
|
2022
Q4 | $6.24M | Sell |
83,786
-2,783
| -3% | -$207K | 1.79% | 18 |
|
|
2022
Q3 | $5.73M | Buy |
+86,569
| New | +$5.73M | 1.75% | 20 |
|