Carson Wealth (CWM LLC)’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 | $98K | Sell |
1,443
-509
| -26% | -$34.6K | ﹤0.01% | 2737 |
|
|
2025
Q1 | $127K | Sell |
1,952
-2,684
| -58% | -$175K | ﹤0.01% | 2224 |
|
|
2024
Q4 | $310K | Buy |
4,636
+2,738
| +144% | +$183K | ﹤0.01% | 1570 |
|
|
2024
Q3 | $125K | Buy |
1,898
+76
| +4% | +$5.01K | ﹤0.01% | 2048 |
|
|
2024
Q2 | $115K | Sell |
1,822
-293
| -14% | -$18.5K | ﹤0.01% | 1877 |
|
|
2024
Q1 | $136K | Sell |
2,115
-17
| -0.8% | -$1.09K | ﹤0.01% | 1701 |
|
|
2023
Q4 | $123K | Buy |
2,132
+181
| +9% | +$10.4K | ﹤0.01% | 1627 |
|
|
2023
Q3 | $103K | Buy |
+1,951
| New | +$103K | ﹤0.01% | 1606 |
|