VWM
AVSC icon

Valley Wealth Managers’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Valley Wealth Managers’s Portfolio AVSC Stock Details AVSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-98
Closed -$4.34K – 348
2023
Q3 		$4.34K Buy
+98
New +$4.56K ﹤0.01% 314

Other funds holding AVSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WCA
Waypoint Capital Advisors Minneapolis, Minnesota $470M AUM 32.8% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Valley Wealth Managers's AVSC Position: Q4 2023 in Review

Valley Wealth Managers sold out of Avantis US Small Cap Equity ETF (AVSC) in Q4 2023, closing a stake of 98 shares — an estimated $4.34K sold.

Valley Wealth Managers first reported a position in AVSC in Q3 2023 and held it in 1 quarter. The position peaked at $4.34K in Q3 2023. 81 funds tracked by Wall St. Rank hold AVSC as of Q4 2023.

  • Valley Wealth Managers reported no remaining Avantis US Small Cap Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Valley Wealth Managers sold 98 Avantis US Small Cap Equity ETF shares in Q4 2023, an estimated $4.34K.
  • Valley Wealth Managers first reported a position in Avantis US Small Cap Equity ETF in Q3 2023 and held it in 1 quarter.
  • Valley Wealth Managers's Avantis US Small Cap Equity ETF position peaked at $4.34K in Q3 2023.
  • 81 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q4 2023.

Based on Valley Wealth Managers's 13F filing for Q4 2023, filed 7 Feb 2024.