Atria Wealth Solutions’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 | $427K | Sell |
6,264
-810
| -11% | -$55.3K | 0.01% | 987 |
|
|
2025
Q1 | $461K | Sell |
7,074
-526
| -7% | -$34.3K | 0.01% | 1234 |
|
|
2024
Q4 | $507K | Buy |
7,600
+1,878
| +33% | +$125K | 0.01% | 1258 |
|
|
2024
Q3 | $377K | Buy |
5,722
+1,897
| +50% | +$125K | ﹤0.01% | 1372 |
|
|
2024
Q2 | $240K | Buy |
3,825
+186
| +5% | +$11.7K | ﹤0.01% | 1623 |
|
|
2024
Q1 | $234K | Sell |
3,639
-105
| -3% | -$6.75K | ﹤0.01% | 1707 |
|
|
2023
Q4 | $216K | Buy |
+3,744
| New | +$216K | ﹤0.01% | 1716 |
|