Executive 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
2024
Q4
$11.5M Buy
172,862
+14,797
+9% +$988K 0.9% 26
2024
Q3
$10.4M Buy
+158,065
New +$10.4M 0.82% 32
2024
Q2
Sell
-134,546
Closed -$8.63M 135
2024
Q1
$8.63M Buy
+134,546
New +$8.63M 0.76% 42