CWA
Canvas Wealth Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
15,061
-2,856
| -16% | -$201K | 0.21% | 65 |
|
|
2025
Q1 | $1.09M | Sell |
17,917
-6,042
| -25% | -$367K | 0.28% | 60 |
|
|
2024
Q4 | $1.6M | Buy |
23,959
+232
| +1% | +$15.5K | 0.4% | 45 |
|
|
2024
Q3 | $1.56M | Sell |
23,727
-1,585
| -6% | -$104K | 0.43% | 41 |
|
|
2024
Q2 | $1.62M | Buy |
25,312
+7,736
| +44% | +$495K | 0.5% | 39 |
|
|
2024
Q1 | $1.07M | Buy |
17,576
+13,183
| +300% | +$804K | 0.36% | 44 |
|
|
2023
Q4 | $251K | Buy |
+4,393
| New | +$251K | 0.09% | 113 |
|