Tarbox Family Office, Inc. AVUV Holdings History
Tarbox Family Office, Inc.'s Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, Tarbox Family Office, Inc. held 206,228.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $17.98 Mil. This investment constitutes 2.99% of their stock portfolio, and Tarbox Family Office, Inc. now holds 0.12% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2023Q2. And since then Tarbox Family Office, Inc. has made 7 purchases of AVUV, at an average price of $80.80, for a total of 214,729.00 shares. In addition, there have been 1 sales at an average price of $93.96 for 8,501.00 shares. Based on historical transaction data and AVUV's current price of $95.06, Tarbox Family Office, Inc.'s estimated gain on his AVUV holdings is $3.05 Mil, reflecting a 17.60% gain to date.
Tarbox Family Office, Inc. AVUV ($95.06) Holding Chart
Tarbox Family Office, 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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