Cypress Point Wealth Management’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 | $2.23M | Sell |
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|
2025
Q2 | $2.15M | Buy |
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|
2025
Q1 | $2.05M | Buy |
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|
2024
Q4 | $2.1M | Buy |
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|
2024
Q3 | $2.07M | Buy |
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|
2024
Q2 | $1.98M | Sell |
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|
2024
Q1 | $2.04M | Buy |
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|
2023
Q4 | $1.79M | Buy |
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|
2023
Q3 | $1.63M | Sell |
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|
2023
Q2 | $1.76M | Buy |
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|
2023
Q1 | $734K | Buy |
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|
2022
Q4 | $443K | Buy |
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