Ownership history in WEST PACES ADVISORS INC. · 8 quarters on record
This page tracks every 13F SEC filing in which WEST PACES ADVISORS INC. reported a position in AVANTIS U.S SMALL CAP EQUITY ETF (AVSC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 262,807 | +1,734 | +0.7% | 2.99% | $15.4M | $58.66 |
| 2025 Q3 | REDUCED | 261,073 | -1,086 | -0.4% | 2.97% | $14.9M | $56.99 |
| 2025 Q2 | ADDED | 262,159 | +33,796 | +14.8% | 2.88% | $13.5M | $51.18 |
| 2025 Q1 | REDUCED | 228,363 | -3,858 | -1.7% | 2.52% | $11.1M | $47.86 |
| 2024 Q4 | REDUCED | 232,221 | -20,755 | -8.2% | 3.08% | $12.6M | $53.61 |
| 2024 Q3 | ADDED | 252,976 | +6,137 | +2.5% | 3.35% | $13.7M | $53.09 |
| 2024 Q2 | ADDED | 246,839 | +243,839 | +8128.0% | 3.21% | $12.3M | $48.94 |
| 2024 Q1 | INITIATED | 3,000 | — | — | 0.04% | $157K | — |
As of 2025 Q4 — sorted by position size