AGH Wealth Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.24M Sell
18,152
-12,706
-41% -$868K 1.02% 21
2025
Q1
$2.01M Sell
30,858
-9,523
-24% -$621K 1.94% 13
2024
Q4
$2.7M Buy
+40,381
New +$2.7M 2.5% 11