Herold Advisors’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.11M Buy
57,833
+7,716
+15% +$548K 0.86% 26
2025
Q1
$3.22M Buy
50,117
+16,108
+47% +$1.03M 0.71% 32
2024
Q4
$2.3M Buy
34,009
+18,285
+116% +$1.24M 0.5% 54
2024
Q3
$1.04M Buy
15,724
+12,520
+391% +$827K 0.23% 125
2024
Q2
$201K Buy
+3,204
New +$201K 0.05% 253