Cherry Tree Wealth Management’s Avantis International Large Cap Value ETF AVIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.3K | Sell |
1,130
-64
| -5% | -$3.98K | 0.02% | 238 |
|
|
2025
Q1 | $67.7K | Buy |
1,194
+27
| +2% | +$1.53K | 0.02% | 238 |
|
|
2024
Q4 | $60.6K | Hold |
1,167
| – | – | 0.02% | 243 |
|
|
2024
Q3 | $65.5K | Buy |
1,167
+89
| +8% | +$5K | 0.02% | 244 |
|
|
2024
Q2 | $56.5K | Buy |
1,078
+279
| +35% | +$14.6K | 0.01% | 247 |
|
|
2024
Q1 | $43.2K | Hold |
799
| – | – | 0.01% | 258 |
|
|
2023
Q4 | $41.1K | Buy |
+799
| New | +$41.1K | 0.01% | 253 |
|