Disciplined Investments’s Avantis US Large Cap Value ETF AVLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Buy |
7,552
+149
| +2% | +$10.2K | 0.22% | 78 |
|
|
2025
Q1 | $483K | Buy |
7,403
+906
| +14% | +$59.1K | 0.22% | 85 |
|
|
2024
Q4 | $434K | Buy |
6,497
+89
| +1% | +$5.94K | 0.21% | 87 |
|
|
2024
Q3 | $422K | Buy |
6,408
+264
| +4% | +$17.4K | 0.21% | 84 |
|
|
2024
Q2 | $386K | Buy |
6,144
+868
| +16% | +$54.5K | 0.21% | 87 |
|
|
2024
Q1 | $339K | Buy |
+5,276
| New | +$339K | 0.19% | 92 |
|