WMG Financial Advisors’s Avantis US Mid Cap Value ETF AVMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.11M | Buy |
139,326
+6,605
| +5% | +$432K | 3.37% | 4 |
|
|
2025
Q1 | $8.15M | Buy |
132,721
+16,834
| +15% | +$1.03M | 3.47% | 4 |
|
|
2024
Q4 | $7.57M | Buy |
115,887
+11,488
| +11% | +$750K | 3.26% | 4 |
|
|
2024
Q3 | $6.71M | Buy |
104,399
+18,662
| +22% | +$1.2M | 3.03% | 4 |
|
|
2024
Q2 | $5.11M | Buy |
85,737
+33,137
| +63% | +$1.98M | 2.71% | 7 |
|
|
2024
Q1 | $3.29M | Buy |
52,600
+5,350
| +11% | +$334K | 1.88% | 9 |
|
|
2023
Q4 | $2.64M | Buy |
+47,250
| New | +$2.64M | 1.72% | 10 |
|