WMWM
Whitaker-Myers Wealth Managers’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 | $787K | Buy |
8,635
+314
| +4% | +$28.6K | 0.2% | 48 |
|
|
2025
Q1 | $725K | Buy |
8,321
+196
| +2% | +$17.1K | 0.2% | 48 |
|
|
2024
Q4 | $784K | Buy |
8,125
+133
| +2% | +$12.8K | 0.23% | 49 |
|
|
2024
Q3 | $767K | Buy |
7,992
+1,070
| +15% | +$103K | 0.26% | 46 |
|
|
2024
Q2 | $621K | Buy |
6,922
+893
| +15% | +$80.1K | 0.23% | 49 |
|
|
2024
Q1 | $565K | Buy |
6,029
+196
| +3% | +$18.4K | 0.24% | 54 |
|
|
2023
Q4 | $524K | Buy |
5,833
+309
| +6% | +$27.7K | 0.26% | 54 |
|
|
2023
Q3 | $431K | Buy |
5,524
+102
| +2% | +$7.95K | 0.27% | 51 |
|
|
2023
Q2 | $421K | Buy |
5,422
+310
| +6% | +$24.1K | 0.28% | 51 |
|
|
2023
Q1 | $379K | Buy |
5,112
+264
| +5% | +$19.6K | 0.29% | 47 |
|
|
2022
Q4 | $361K | Buy |
+4,848
| New | +$361K | 0.35% | 47 |
|