Allworth Financial’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 | $70.6K | Buy |
1,035
+278
| +37% | +$19K | ﹤0.01% | 1729 |
|
|
2025
Q1 | $47.2K | Hold |
757
| – | – | ﹤0.01% | 1571 |
|
|
2024
Q4 | $52.7K | Buy |
757
+7
| +0.9% | +$487 | ﹤0.01% | 1545 |
|
|
2024
Q3 | $49.4K | Hold |
750
| – | – | ﹤0.01% | 1412 |
|
|
2024
Q2 | $48K | Hold |
750
| – | – | ﹤0.01% | 1406 |
|
|
2024
Q1 | $48.2K | Buy |
+750
| New | +$48.2K | ﹤0.01% | 1321 |
|