Fortitude Family Office’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 | $5.36M | Sell |
78,527
-51,009
| -39% | -$3.48M | 1.76% | 15 |
|
2025
Q1 | $8.45M | Buy |
129,536
+29,089
| +29% | +$1.9M | 3.01% | 8 |
|
2024
Q4 | $6.71M | Buy |
100,447
+19,607
| +24% | +$1.31M | 2.39% | 7 |
|
2024
Q3 | $5.32M | Buy |
80,840
+7,416
| +10% | +$488K | 2.11% | 8 |
|
2024
Q2 | $4.61M | Buy |
73,424
+19,718
| +37% | +$1.24M | 2.62% | 7 |
|
2024
Q1 | $3.45M | Buy |
53,706
+20,124
| +60% | +$1.29M | 2.32% | 7 |
|
2023
Q4 | $1.94M | Buy |
+33,582
| New | +$1.94M | 1.44% | 14 |
|