Number of Shares
66,026.00
Current Holdings Value*
$6.01 Mil
% of Portfolio
1.74%
Total Estimate Gain
$621,968.41
% of Total Estimate Gain
10.78%

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 $96.22, Prosperity Planning, Inc.'s estimated gain on his AVUV holdings is $621,968.41, reflecting a 10.78% gain to date.

Prosperity Planning, Inc. AVUV ($96.22) Holding Chart

Prosperity Planning, Inc. AVUV ($96.22) 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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