FWM
Fonville Wealth Management’s Avantis International Large Cap Value ETF AVIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.02M | Buy |
96,668
+7,768
| +9% | +$483K | 1.52% | 22 |
|
|
2025
Q1 | $5.12M | Buy |
88,900
+6,441
| +8% | +$371K | 1.51% | 22 |
|
|
2024
Q4 | $4.28M | Buy |
82,459
+6,564
| +9% | +$341K | 1.41% | 25 |
|
|
2024
Q3 | $4.26M | Buy |
75,895
+11,107
| +17% | +$624K | 1.47% | 25 |
|
|
2024
Q2 | $3.4M | Buy |
64,788
+6,476
| +11% | +$340K | 1.35% | 27 |
|
|
2024
Q1 | $3.15M | Buy |
58,312
+4,386
| +8% | +$237K | 1.4% | 26 |
|
|
2023
Q4 | $2.78M | Buy |
+53,926
| New | +$2.78M | 1.47% | 23 |
|