Buckingham Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.54M | Buy |
72,245
+803
| +1% | +$50.5K | 0.05% | 152 |
|
|
2024
Q1 | $4.59M | Buy |
71,442
+2,138
| +3% | +$137K | 0.05% | 157 |
|
|
2023
Q4 | $4M | Buy |
69,304
+9,286
| +15% | +$536K | 0.05% | 155 |
|
|
2023
Q3 | $3.16M | Buy |
60,018
+892
| +2% | +$47K | 0.04% | 168 |
|
|
2023
Q2 | $3.15M | Buy |
59,126
+51,327
| +658% | +$2.74M | 0.04% | 171 |
|
|
2023
Q1 | $391K | Hold |
7,799
| – | – | 0.01% | 435 |
|
|
2022
Q4 | $391K | Buy |
+7,799
| New | +$391K | 0.01% | 437 |
|