EverSource Wealth Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
20,960
+16,284
| +348% | +$1.11M | 0.06% | 207 |
|
|
2025
Q1 | $305K | Buy |
+4,676
| New | +$305K | 0.02% | 518 |
|
|
2024
Q3 | – | Sell |
-159
| Closed | -$10.2K | – | 3035 |
|
|
2024
Q2 | $10.2K | Buy |
159
+1
| +0.6% | +$64 | ﹤0.01% | 1843 |
|
|
2024
Q1 | $9.64K | Buy |
+158
| New | +$9.64K | ﹤0.01% | 1707 |
|