Fonville Wealth Management LLC AVUV Holdings History
Fonville Wealth Management LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, Fonville Wealth Management LLC held 169,052.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $14.70 Mil. This investment constitutes 4.33% of their stock portfolio, and Fonville Wealth Management LLC now holds 0.1% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2023Q4. And since then Fonville Wealth Management LLC has made 5 purchases of AVUV, at an average price of $87.26, for a total of 169,052.00 shares. Based on historical transaction data and AVUV's current price of $94.88, Fonville Wealth Management LLC's estimated gain on his AVUV holdings is $1.29 Mil, reflecting a 8.73% gain to date.
Fonville Wealth Management LLC AVUV ($94.88) Holding Chart
Fonville Wealth Management LLC AVUV ($94.88) 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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