V Wealth Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

V Wealth Advisors’s Portfolio AVUV Stock Details AVUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-76,157	Closed	-$5.91M	–	135
2023 Q2	$5.91M	Buy	76,157 +6,332	+9%	+$466K	0.98%	20
2023 Q1	$5.17M	Buy	69,825 +5,970	+9%	+$468K	0.97%	18
2022 Q4	$4.76M	Buy	63,855 +4,225	+7%	+$318K	0.98%	19
2022 Q3	$3.94M	Buy	59,630 +12,612	+27%	+$920K	0.79%	22
2022 Q2	$3.21M	Buy	47,018 +6,247	+15%	+$473K	0.61%	26
2022 Q1	$3.26M	Sell	40,771 -5,169	-11%	-$409K	0.52%	28
2021 Q4	$3.66M	Buy	45,940 +8,062	+21%	+$642K	0.54%	35
2021 Q3	$2.86M	Buy	37,878 +18,649	+97%	+$1.38M	0.44%	42
2021 Q2	$1.46M	Buy	19,229 +15,986	+493%	+$1.21M	0.23%	104
2021 Q1	$234K	Buy	+3,243	New	+$217K	0.04%	382

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

V Wealth Advisors's AVUV Position: Q3 2023 in Review

V Wealth Advisors sold out of Avantis US Small Cap Value ETF (AVUV) in Q3 2023, closing a stake of 76,157 shares — an estimated $5.91M sold.

V Wealth Advisors first reported a position in AVUV in Q1 2021 and held it in 10 quarters. The position peaked at $5.91M in Q2 2023. 451 funds tracked by Wall St. Rank hold AVUV as of Q3 2023.

V Wealth Advisors reported no remaining Avantis US Small Cap Value ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 76,157 Avantis US Small Cap Value ETF shares in Q3 2023, an estimated $5.91M.
V Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2021 and held it in 10 quarters.
V Wealth Advisors's Avantis US Small Cap Value ETF position peaked at $5.91M in Q2 2023.
451 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.