Capasso Planning Partners’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
Sell
-5,101
Closed -$328K 143
2024
Q1
$328K Buy
5,101
+696
+16% +$44.7K 0.14% 83
2023
Q4
$254K Buy
4,405
+16
+0.4% +$924 0.12% 86
2023
Q3
$231K Buy
4,389
+550
+14% +$29K 0.12% 84
2023
Q2
$205K Buy
+3,839
New +$205K 0.11% 92