Echo Wealth Management’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 | $10.7M | Buy |
156,424
+4,950
| +3% | +$338K | 6.54% | 5 |
|
|
2025
Q1 | $9.88M | Buy |
151,474
+4,447
| +3% | +$290K | 6.67% | 4 |
|
|
2024
Q4 | $9.82M | Sell |
147,027
-762
| -0.5% | -$50.9K | 6.78% | 4 |
|
|
2024
Q3 | $9.8M | Buy |
147,789
+262
| +0.2% | +$17.4K | 6.85% | 4 |
|
|
2024
Q2 | $9.27M | Buy |
147,527
+11,502
| +8% | +$723K | 6.99% | 2 |
|
|
2024
Q1 | $8.74M | Buy |
136,025
+1,303
| +1% | +$83.7K | 7.25% | 2 |
|
|
2023
Q4 | $7.75M | Buy |
134,722
+33,287
| +33% | +$1.92M | 7.24% | 3 |
|
|
2023
Q3 | $5.34M | Buy |
101,435
+5,035
| +5% | +$265K | 5.76% | 5 |
|
|
2023
Q2 | $5.2M | Sell |
96,400
-4,370
| -4% | -$236K | 5.62% | 5 |
|
|
2023
Q1 | $5.15M | Buy |
100,770
+7,236
| +8% | +$370K | 5.69% | 5 |
|
|
2022
Q4 | $4.94M | Buy |
+93,534
| New | +$4.94M | 5.27% | 5 |
|