Number of Shares
35,191.00
Current Holdings Value*
$3.07 Mil
% of Portfolio
1.72%
Total Estimate Gain
$163,076.07
% of Total Estimate Gain
5.06%

Vawter Financial, Ltd.'s Avantis U.S. Small Cap Value ETF Holding Summary

As of 2025-03-31, Vawter Financial, Ltd. held 35,191.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $3.07 Mil. This investment constitutes 1.72% of their stock portfolio, and Vawter Financial, Ltd. now holds 0.02% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.

The initial trade took place in 2023Q4. And since then Vawter Financial, Ltd. has made 6 purchases of AVUV, at an average price of $91.53, for a total of 35,191.00 shares. Based on historical transaction data and AVUV's current price of $96.16, Vawter Financial, Ltd.'s estimated gain on his AVUV holdings is $163,076.07, reflecting a 5.06% gain to date.

Vawter Financial, Ltd. AVUV ($96.16) Holding Chart

Vawter Financial, Ltd. AVUV ($96.16) 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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