Geneos 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
2025
Q2
$84.6K Sell
1,240
-620
-33% -$42.3K ﹤0.01% 1318
2025
Q1
$121K Buy
1,860
+1,240
+200% +$80.9K ﹤0.01% 1462
2024
Q4
$41.4K Buy
620
+220
+55% +$14.7K ﹤0.01% 1392
2024
Q3
$26.3K Buy
400
+156
+64% +$10.3K ﹤0.01% 1449
2024
Q2
$15.3K Buy
+244
New +$15.3K ﹤0.01% 1424