LIBERTY WEALTH MANAGEMENT LLC – Avantis U.S. Small Cap Value ETF Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$239,000
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
-3.25%
quarter
Avantis U.S. Small Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.53% | 19 shares | -6K | $66.14 | 3.61K |
| Q2 2022 | share | Increase | +0.42% | 15 shares | -40K | $68.36 | 3.59K |
| Q1 2022 | share | Increase | +0.28% | 10 shares | 1K | $79.86 | 3.58K |
| Q4 2021 | share | Increase | +0.65% | 23 shares | 16K | $79.62 | 3.57K |
| Q3 2021 | share | Increase | +0.14% | 5 shares | -1K | $75.61 | 3.54K |
| Q2 2021 | share | Increase | 0.00% | 3.54K shares | 269K | $75.89 | 3.54K |