PCG Wealth Advisors, LLC AVUV Holdings History
PCG Wealth Advisors, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, PCG Wealth Advisors, LLC held 69,216.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $6.03 Mil. This investment constitutes 2.11% of their stock portfolio, and PCG Wealth Advisors, LLC now holds 0.04% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2021Q4. And since then PCG Wealth Advisors, LLC has made 11 purchases of AVUV, at an average price of $86.03, for a total of 75,142.00 shares. In addition, there have been 2 sales at an average price of $84.86 for 5,926.00 shares. Based on historical transaction data and AVUV's current price of $96.50, PCG Wealth Advisors, LLC's estimated gain on his AVUV holdings is $717,823.24, reflecting a 11.10% gain to date.
PCG Wealth Advisors, LLC AVUV ($96.50) Holding Chart
PCG Wealth Advisors, LLC AVUV ($96.50) 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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