Prosperity Planning, Inc. AVUV Holdings History
Prosperity Planning, Inc.'s Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-06-30, Prosperity Planning, Inc. held 66,026.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $6.01 Mil. This investment constitutes 1.74% of their stock portfolio, and Prosperity Planning, Inc. now holds 0.04% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2021Q3. And since then Prosperity Planning, Inc. has made 7 purchases of AVUV, at an average price of $86.75, for a total of 66,491.00 shares. In addition, there have been 6 sales at an average price of $79.11 for 465.00 shares. Based on historical transaction data and AVUV's current price of $94.83, Prosperity Planning, Inc.'s estimated gain on his AVUV holdings is $530,192.27, reflecting a 9.19% gain to date.
Prosperity Planning, Inc. AVUV ($94.83) Holding Chart
Prosperity Planning, 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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