AIA
Arcadia Investment Advisors’s Avantis US Large Cap Equity ETF AVLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.29M | Buy |
130,757
+8,069
| +7% | +$573K | 4.81% | 8 |
|
|
2025
Q1 | $7.88M | Buy |
122,688
+5,647
| +5% | +$363K | 4.4% | 10 |
|
|
2024
Q4 | $7.91M | Sell |
117,041
-318
| -0.3% | -$21.5K | 4.31% | 10 |
|
|
2024
Q3 | $7.75M | Buy |
117,359
+37,253
| +47% | +$2.46M | 4.15% | 11 |
|
|
2024
Q2 | $5.03M | Buy |
+80,106
| New | +$5.03M | 2.85% | 17 |
|