Meredith Wealth Planning AVUV Holdings History
Meredith Wealth Planning's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-06-30, Meredith Wealth Planning held 565,599.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $51.53 Mil. This investment constitutes 18.71% of their stock portfolio, and Meredith Wealth Planning now holds 0.32% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2022Q4. And since then Meredith Wealth Planning has made 10 purchases of AVUV, at an average price of $77.92, for a total of 632,647.00 shares. In addition, there have been 1 sales at an average price of $80.00 for 67,048.00 shares. Based on historical transaction data and AVUV's current price of $93.77, Meredith Wealth Planning's estimated gain on his AVUV holdings is $9.10 Mil, reflecting a 18.47% gain to date.
Meredith Wealth Planning AVUV ($93.77) Holding Chart
Meredith Wealth Planning AVUV ($93.77) 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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