Bannerman Wealth Management Group’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
$9.55M Buy
139,950
+6,815
+5% +$465K 7.32% 5
2025
Q1
$8.68M Buy
133,135
+3,891
+3% +$254K 7.09% 5
2024
Q4
$8.63M Buy
+129,244
New +$8.63M 7.13% 5