Bridgewealth Advisory 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 | $5.03M | Buy |
73,779
+37,536
| +104% | +$2.56M | 1.28% | 24 |
|
|
2025
Q1 | $2.36M | Buy |
36,243
+1,995
| +6% | +$130K | 3.11% | 9 |
|
|
2024
Q4 | $2.38M | Buy |
34,248
+17,724
| +107% | +$1.23M | 0.67% | 32 |
|
|
2024
Q3 | $1.09M | Buy |
16,524
+1,129
| +7% | +$74.3K | 0.4% | 37 |
|
|
2024
Q2 | $967K | Buy |
15,395
+4,283
| +39% | +$269K | 0.43% | 37 |
|
|
2024
Q1 | $714K | Buy |
+11,112
| New | +$714K | 0.35% | 41 |
|