Valued Wealth Advisors LLC AVUV Holdings History
Valued Wealth Advisors LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, Valued Wealth Advisors LLC held 211,180.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $18.41 Mil. This investment constitutes 11.05% of their stock portfolio, and Valued Wealth Advisors LLC now holds 0.12% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2023Q4. And since then Valued Wealth Advisors LLC has made 4 purchases of AVUV, at an average price of $87.89, for a total of 214,318.00 shares. In addition, there have been 1 sales at an average price of $93.47 for 3,138.00 shares. Based on historical transaction data and AVUV's current price of $91.33, Valued Wealth Advisors LLC's estimated gain on his AVUV holdings is $742,779.89, reflecting a 3.94% gain to date.
Valued Wealth Advisors LLC AVUV ($91.33) Holding Chart
Valued Wealth Advisors LLC AVUV ($91.33) 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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