Beaird Harris Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.6M | Buy |
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|
2025
Q1 | $72.9M | Buy |
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|
2024
Q4 | $70.5M | Buy |
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|
2024
Q3 | $65.7M | Buy |
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|
2024
Q2 | $57.9M | Buy |
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|
2024
Q1 | $49.1M | Buy |
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|
2023
Q4 | $42M | Buy |
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|
2023
Q3 | $36.5M | Buy |
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|
2023
Q2 | $35.9M | Buy |
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|
2023
Q1 | $24M | Buy |
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|
2022
Q4 | $20.9M | Buy |
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|
2022
Q3 | $6.19M | Buy |
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|
2022
Q2 | $1.49M | Buy |
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|
2022
Q1 | $118K | Sell |
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|
2021
Q4 | $164K | Buy |
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