Axxcess Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93M | Buy |
42,883
+3,573
| +9% | +$244K | 0.07% | 226 |
|
|
2025
Q1 | $2.56M | Buy |
39,310
+3,332
| +9% | +$217K | 0.07% | 222 |
|
|
2024
Q4 | $2.4M | Buy |
35,978
+2,915
| +9% | +$195K | 0.06% | 240 |
|
|
2024
Q3 | $2.18M | Buy |
33,063
+13,737
| +71% | +$904K | 0.05% | 245 |
|
|
2024
Q2 | $1.21M | Buy |
19,326
+4,391
| +29% | +$276K | 0.03% | 337 |
|
|
2024
Q1 | $960K | Buy |
14,935
+1,049
| +8% | +$67.4K | 0.03% | 379 |
|
|
2023
Q4 | $802K | Buy |
+13,886
| New | +$802K | 0.02% | 400 |
|