Financial Synergies Wealth Advisors’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 | $422K | Buy |
6,191
+379
| +7% | +$25.9K | 0.05% | 69 |
|
|
2025
Q1 | $379K | Buy |
5,812
+346
| +6% | +$22.6K | 0.05% | 63 |
|
|
2024
Q4 | $365K | Buy |
5,466
+38
| +0.7% | +$2.54K | 0.05% | 61 |
|
|
2024
Q3 | $357K | Buy |
5,428
+330
| +6% | +$21.7K | 0.04% | 59 |
|
|
2024
Q2 | $320K | Buy |
5,098
+76
| +2% | +$4.78K | 0.04% | 61 |
|
|
2024
Q1 | $323K | Buy |
+5,022
| New | +$323K | 0.04% | 62 |
|