VWA
Valued Wealth Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.5M | Buy |
247,112
+35,932
| +17% | +$3.27M | 11.74% | 4 |
|
|
2025
Q1 | $18.4M | Buy |
211,180
+6,123
| +3% | +$534K | 11.05% | 4 |
|
|
2024
Q4 | $19.8M | Buy |
205,057
+8,847
| +5% | +$854K | 12.4% | 2 |
|
|
2024
Q3 | $18.8M | Sell |
196,210
-3,138
| -2% | -$301K | 12.2% | 3 |
|
|
2024
Q2 | $17.9M | Buy |
199,348
+10,769
| +6% | +$966K | 12.28% | 3 |
|
|
2024
Q1 | $17.7M | Buy |
188,579
+155,659
| +473% | +$14.6M | 12.52% | 3 |
|
|
2023
Q4 | $2.57M | Buy |
+32,920
| New | +$2.57M | 2.37% | 9 |
|