Carson Wealth (CWM LLC)’s Avantis International Large Cap Value ETF AVIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $730K | Sell |
11,734
-215
| -2% | -$13.4K | ﹤0.01% | 1414 |
|
|
2025
Q1 | $677K | Hold |
11,949
| – | – | ﹤0.01% | 1335 |
|
|
2024
Q4 | $620K | Buy |
11,949
+72
| +0.6% | +$3.74K | ﹤0.01% | 1297 |
|
|
2024
Q3 | $667K | Sell |
11,877
-1,978
| -14% | -$111K | ﹤0.01% | 1203 |
|
|
2024
Q2 | $727K | Sell |
13,855
-1,747
| -11% | -$91.7K | ﹤0.01% | 1049 |
|
|
2024
Q1 | $844K | Sell |
15,602
-4,202
| -21% | -$227K | ﹤0.01% | 927 |
|
|
2023
Q4 | $1.02M | Buy |
19,804
+109
| +0.6% | +$5.61K | 0.01% | 799 |
|
|
2023
Q3 | $948K | Buy |
+19,695
| New | +$948K | 0.01% | 776 |
|