WCWM
Willow Creek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Buy |
145,052
+25,566
| +21% | +$2.33M | 1.19% | 24 |
|
|
2025
Q1 | $10.4M | Buy |
119,486
+14,279
| +14% | +$1.24M | 1.01% | 26 |
|
|
2024
Q4 | $10.2M | Buy |
105,207
+1,730
| +2% | +$167K | 1.04% | 25 |
|
|
2024
Q3 | $9.93M | Buy |
103,477
+3,644
| +4% | +$350K | 1.04% | 25 |
|
|
2024
Q2 | $8.96M | Buy |
99,833
+509
| +0.5% | +$45.7K | 1.02% | 25 |
|
|
2024
Q1 | $9.31M | Buy |
99,324
+2,352
| +2% | +$220K | 1.09% | 24 |
|
|
2023
Q4 | $8.71M | Buy |
96,972
+31,981
| +49% | +$2.87M | 1.09% | 25 |
|
|
2023
Q3 | $5.07M | Buy |
64,991
+1,257
| +2% | +$98K | 0.75% | 26 |
|
|
2023
Q2 | $4.95M | Buy |
63,734
+133
| +0.2% | +$10.3K | 0.7% | 28 |
|
|
2023
Q1 | $4.71M | Sell |
63,601
-2,118
| -3% | -$157K | 0.73% | 27 |
|
|
2022
Q4 | $4.9M | Buy |
65,719
+11,809
| +22% | +$880K | 0.81% | 21 |
|
|
2022
Q3 | $3.57M | Buy |
+53,910
| New | +$3.57M | 0.69% | 20 |
|