Avantax Advisory Services’s Miller Value Partners Appreciation ETF MVPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $866K | Sell |
25,082
-27,515
| -52% | -$950K | ﹤0.01% | 1252 |
|
|
2025
Q1 | $1.65M | Sell |
52,597
-16,121
| -23% | -$505K | 0.01% | 845 |
|
|
2024
Q4 | $2.36M | Buy |
68,718
+698
| +1% | +$24K | 0.01% | 639 |
|
|
2024
Q3 | $2.21M | Sell |
68,020
-1,189
| -2% | -$38.7K | 0.01% | 653 |
|
|
2024
Q2 | $2.09M | Buy |
69,209
+18,343
| +36% | +$555K | 0.01% | 646 |
|
|
2024
Q1 | $1.65M | Buy |
+50,866
| New | +$1.65M | 0.01% | 590 |
|