WWM
Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $21.7M | Buy |
277,951
+14,450
| +5% | +$1.13M | 3.97% | 6 |
|
|
2023
Q2 | $20.5M | Sell |
263,501
-7,355
| -3% | -$571K | 3.67% | 7 |
|
|
2023
Q1 | $19.8M | Buy |
270,856
+123,109
| +83% | +$9.01M | 3.84% | 7 |
|
|
2022
Q4 | $11.3M | Buy |
147,747
+45,337
| +44% | +$3.47M | 2.34% | 8 |
|
|
2022
Q3 | $7.12M | Buy |
102,410
+32,591
| +47% | +$2.27M | 1.77% | 16 |
|
|
2022
Q2 | $4.71M | Buy |
+69,819
| New | +$4.71M | 1.2% | 18 |
|