Concord Wealth Partners’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.69M Sell
2025
Q2
$6.41M Sell
2025
Q1
$6.14M Buy
2024
Q4
$5.99M Sell
2024
Q3
$5.92M Sell
2024
Q2
$6.04M Buy
2024
Q1
$6.01M Sell
2023
Q4
$7.41M Sell
2023
Q3
$8.65M Buy
2023
Q2
$8.33M Buy
2023
Q1
$6.1M Buy
2022
Q4
$5.05M Buy
2022
Q3
$979K Buy
2022
Q2
$613K Buy