Number of Shares
71,171.00
Current Holdings Value*
$6.48 Mil
% of Portfolio
4.1%
Total Estimate Gain
$1.23 Mil
% of Total Estimate Gain
9.14%

Visionary Horizons, LLC's Avantis U.S. Small Cap Value ETF Holding Summary

As of 2025-06-30, Visionary Horizons, LLC held 71,171.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $6.48 Mil. This investment constitutes 4.1% of their stock portfolio, and Visionary Horizons, LLC now holds 0.04% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.

The initial trade took place in 2023Q4. And since then Visionary Horizons, LLC has made 3 purchases of AVUV, at an average price of $85.01, for a total of 157,876.00 shares. In addition, there have been 3 sales at an average price of $89.66 for 86,705.00 shares. Based on historical transaction data and AVUV's current price of $96.59, Visionary Horizons, LLC's estimated gain on his AVUV holdings is $1.23 Mil, reflecting a 9.14% gain to date.

Visionary Horizons, LLC AVUV ($96.59) Holding Chart

Visionary Horizons, LLC AVUV ($96.59) 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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