Capasso Planning Partners
AVIV icon

Capasso Planning Partners’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Capasso Planning Partners’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,626
Closed -$358K – 142
2024
Q1 		$358K Hold
6,626
– – 0.15% 79
2023
Q4 		$341K Buy
6,626
+468
+8% +$22.8K 0.16% 78
2023
Q3 		$296K Buy
6,158
+739
+14% +$36.2K 0.16% 73
2023
Q2 		$264K Buy
5,419
+120
+2% +$5.84K 0.14% 82
2023
Q1 		$255K Buy
5,299
+463
+10% +$22.2K 0.15% 82
2022
Q4 		$218K Buy
+4,836
New +$208K 0.14% 89

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Capasso Planning Partners's AVIV Position: Q2 2024 in Review

Capasso Planning Partners sold out of Avantis International Large Cap Value ETF (AVIV) in Q2 2024, closing a stake of 6,626 shares — an estimated $358K sold.

Capasso Planning Partners first reported a position in AVIV in Q4 2022 and held it in 6 quarters. The position peaked at $358K in Q1 2024. 93 funds tracked by Wall St. Rank hold AVIV as of Q2 2024.

  • Capasso Planning Partners reported no remaining Avantis International Large Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 6,626 Avantis International Large Cap Value ETF shares in Q2 2024, an estimated $358K.
  • Capasso Planning Partners first reported a position in Avantis International Large Cap Value ETF in Q4 2022 and held it in 6 quarters.
  • Capasso Planning Partners's Avantis International Large Cap Value ETF position peaked at $358K in Q1 2024.
  • 93 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2024.

Based on Capasso Planning Partners's 13F filing for Q2 2024, filed 2 Dec 2024.