Number of Shares
2,863.00
Current Holdings Value*
$249,610.00
% of Portfolio
0.17%
Total Estimate Gain
$7,670.88
% of Total Estimate Gain
0.54%

W.H. Cornerstone Investments Inc.'s Avantis U.S. Small Cap Value ETF Holding Summary

As of 2025-03-31, W.H. Cornerstone Investments Inc. held 2,863.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $249,610.00. This investment constitutes 0.17% of their stock portfolio, and W.H. Cornerstone Investments Inc. now holds 0% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.

The initial trade took place in 2024Q3. And since then W.H. Cornerstone Investments Inc. has made 2 purchases of AVUV, at an average price of $93.90, for a total of 15,106.00 shares. In addition, there have been 1 sales at an average price of $93.96 for 12,243.00 shares. Based on historical transaction data and AVUV's current price of $96.34, W.H. Cornerstone Investments Inc.'s estimated gain on his AVUV holdings is $7,670.88, reflecting a 0.54% gain to date.

W.H. Cornerstone Investments Inc. AVUV ($96.34) Holding Chart

W.H. Cornerstone Investments Inc. AVUV ($96.34) 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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