Willow Creek Wealth Management Inc. AVUV Holdings History
Willow Creek Wealth Management Inc.'s Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-06-30, Willow Creek Wealth Management Inc. held 145,052.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $13.21 Mil. This investment constitutes 1.19% of their stock portfolio, and Willow Creek Wealth Management Inc. now holds 0.08% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2022Q3. And since then Willow Creek Wealth Management Inc. has made 8 purchases of AVUV, at an average price of $80.51, for a total of 147,170.00 shares. In addition, there have been 1 sales at an average price of $78.01 for 2,118.00 shares. Based on historical transaction data and AVUV's current price of $94.83, Willow Creek Wealth Management Inc.'s estimated gain on his AVUV holdings is $2.07 Mil, reflecting a 17.49% gain to date.
Willow Creek Wealth Management Inc. AVUV ($94.83) Holding Chart
Willow Creek Wealth Management Inc. AVUV ($94.83) 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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