BWP
AVLV icon

BSW Wealth Partners’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-381,134
Closed -$16.9M 310
2022
Q3
$16.9M Buy
381,134
+25,111
+7% +$1.12M 4.16% 6
2022
Q2
$16.4M Buy
+356,023
New +$16.4M 3.93% 6