BIP Wealth’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
$335K Sell
4,907
-2,589
-35% -$177K 0.02% 188
2025
Q1
$489K Hold
7,496
0.03% 155
2024
Q4
$501K Buy
7,496
+2,591
+53% +$173K 0.03% 150
2024
Q3
$323K Buy
4,905
+1,425
+41% +$93.8K 0.02% 174
2024
Q2
$219K Buy
+3,480
New +$219K 0.02% 180