Avondale Wealth Management AVUV Holdings History
Avondale Wealth Management's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-06-30, Avondale Wealth Management held 139,948.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $12.75 Mil. This investment constitutes 7.12% of their stock portfolio, and Avondale Wealth Management now holds 0.08% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2025Q1. And since then Avondale Wealth Management has made 2 purchases of AVUV, at an average price of $86.66, for a total of 139,948.00 shares. Based on historical transaction data and AVUV's current price of $94.83, Avondale Wealth Management's estimated gain on his AVUV holdings is $1.14 Mil, reflecting a 9.43% gain to date.
Avondale Wealth Management AVUV ($94.83) Holding Chart
Avondale Wealth Management AVUV ($94.83) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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