Harbor Group, Inc. AVUV Holdings History

Number of Shares
257,701.00
Current Holdings Value*
$23.48 Mil
% of Portfolio
4.16%
Total Estimate Gain
$71,646.63
% of Total Estimate Gain
0.29%

Harbor Group, Inc.'s Avantis U.S. Small Cap Value ETF Holding Summary

As of 2025-06-30, Harbor Group, Inc. held 257,701.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $23.48 Mil. This investment constitutes 4.16% of their stock portfolio, and Harbor Group, Inc. now holds 0.15% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.

The initial trade took place in 2024Q2. And since then Harbor Group, Inc. has made 4 purchases of AVUV, at an average price of $94.75, for a total of 258,540.00 shares. In addition, there have been 1 sales at an average price of $86.20 for 839.00 shares. Based on historical transaction data and AVUV's current price of $95.06, Harbor Group, Inc.'s estimated gain on his AVUV holdings is $71,646.63, reflecting a 0.29% gain to date.

Harbor Group, Inc. AVUV ($95.06) Holding Chart

Harbor Group, Inc. AVUV ($95.06) 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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