Beaird Harris Wealth Management’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37.1M Buy
521,868
+65,603
+14% +$4.66M 2.87% 15
2025
Q1
$29.3M Buy
456,265
+27,025
+6% +$1.74M 2.49% 17
2024
Q4
$29M Buy
429,240
+27,167
+7% +$1.84M 2.5% 16
2024
Q3
$26.5M Buy
402,073
+68,823
+21% +$4.54M 2.32% 18
2024
Q2
$20.9M Buy
+333,250
New +$20.9M 1.97% 19