Elevate Wealth Advisory’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 | $4.16K | Sell |
61
-217
| -78% | -$14.8K | ﹤0.01% | 128 |
|
|
2025
Q1 | $18.1K | Sell |
278
-8
| -3% | -$522 | 0.01% | 112 |
|
|
2024
Q4 | $19.1K | Hold |
286
| – | – | 0.01% | 101 |
|
|
2024
Q3 | $18.8K | Sell |
286
-12
| -4% | -$790 | 0.01% | 106 |
|
|
2024
Q2 | $18.7K | Sell |
298
-1,589
| -84% | -$99.9K | 0.02% | 98 |
|
|
2024
Q1 | $121K | Sell |
1,887
-5,551
| -75% | -$357K | 0.11% | 64 |
|
|
2023
Q4 | $430K | Buy |
+7,438
| New | +$430K | 0.39% | 37 |
|