Barber Financial Group, Inc. AVUV Holdings History
Number of Shares
178,944.00
Current Holdings Value*
$13.25 Mil
% of Portfolio
2.34%
Total Estimate Gain
$3.83 Mil
% of Total Estimate Gain
29.10%
Barber Financial Group, Inc.'s Avantis U.S. Small Cap Value ETF Holding Summary
As of 2023-03-31, Barber Financial Group, Inc. held 178,944.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $13.25 Mil. This investment constitutes 2.34% of their stock portfolio, and Barber Financial Group, Inc. now holds 0.24% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2022Q2. And since then Barber Financial Group, Inc. has made 4 purchases of AVUV, at an average price of $73.45, for a total of 178,944.00 shares. Based on historical transaction data and AVUV's current price of $94.83, Barber Financial Group, Inc.'s estimated gain on his AVUV holdings is $3.83 Mil, reflecting a 29.10% gain to date.
Barber Financial Group, Inc. AVUV ($94.83) Holding Chart
Barber Financial Group, Inc. 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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