DWM
Dogwood Wealth Management’s Avantis US Large Cap Equity ETF AVLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.56M | Sell |
119,665
-13,271
| -10% | -$950K | 4.18% | 5 |
|
|
2025
Q1 | $8.53M | Sell |
132,936
-6,443
| -5% | -$414K | 4.49% | 4 |
|
|
2024
Q4 | $9.42M | Sell |
139,379
-8,587
| -6% | -$580K | 4.98% | 4 |
|
|
2024
Q3 | $9.77M | Sell |
147,966
-1,866
| -1% | -$123K | 5.62% | 2 |
|
|
2024
Q2 | $9.4M | Buy |
+149,832
| New | +$9.4M | 5.79% | 2 |
|