WFA
Wipfli Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $76.9M | Buy |
1,162,613
+105,421
| +10% | +$6.97M | 5.4% | 5 |
|
|
2022
Q2 | $72.3M | Sell |
1,057,192
-101,934
| -9% | -$6.97M | 7.86% | 5 |
|
|
2022
Q1 | $92.6M | Buy |
1,159,126
+106,593
| +10% | +$8.51M | 9.35% | 4 |
|
|
2021
Q4 | $83.9M | Buy |
1,052,533
+65,160
| +7% | +$5.2M | 9.63% | 4 |
|
|
2021
Q3 | $74.7M | Buy |
987,373
+58,933
| +6% | +$4.46M | 9.52% | 4 |
|
|
2021
Q2 | $70.6M | Buy |
+928,440
| New | +$70.6M | 9.96% | 4 |
|