Yardley Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.76M Buy
74,157
+1,259
+2% +$115K 3.69% 13
2025
Q1
$6.36M Sell
72,898
-13,721
-16% -$1.2M 3.74% 13
2024
Q4
$8.35M Buy
86,619
+15,242
+21% +$1.47M 4.06% 11
2024
Q3
$6.85M Buy
+71,377
New +$6.85M 4.06% 12