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Cherry Tree Wealth Management’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Cherry Tree Wealth Management’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
2026
Q1 		$70.4K Sell
941
-189
-17% -$14.3K 0.01% 239
2025
Q4 		$80.5K Hold
1,130
– – 0.02% 230
2025
Q3 		$76.2K Hold
1,130
– – 0.02% 233
2025
Q2 		$70.3K Sell
1,130
-64
-5% -$3.79K 0.02% 238
2025
Q1 		$67.7K Buy
1,194
+27
+2% +$1.49K 0.02% 238
2024
Q4 		$60.6K Hold
1,167
– – 0.02% 243
2024
Q3 		$65.5K Buy
1,167
+89
+8% +$4.79K 0.02% 244
2024
Q2 		$56.5K Buy
1,078
+279
+35% +$15K 0.01% 247
2024
Q1 		$43.2K Hold
799
– – 0.01% 258
2023
Q4 		$41.1K Buy
+799
New +$38.9K 0.01% 253

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LW
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