J.P. Morgan Private Wealth Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $419K | Sell |
7,949
-1,012
| -11% | -$53.3K | ﹤0.01% | 1318 |
|
|
2023
Q2 | $478K | Sell |
8,961
-54,288
| -86% | -$2.9M | ﹤0.01% | 1050 |
|
|
2023
Q1 | $3.23M | Buy |
63,249
+6,342
| +11% | +$324K | 0.01% | 716 |
|
|
2022
Q4 | $2.86M | Buy |
56,907
+15,387
| +37% | +$772K | 0.01% | 730 |
|
|
2022
Q3 | $1.84M | Buy |
41,520
+25,307
| +156% | +$1.12M | ﹤0.01% | 873 |
|
|
2022
Q2 | $747K | Buy |
16,213
+1,021
| +7% | +$47K | ﹤0.01% | 1281 |
|
|
2022
Q1 | $821K | Buy |
15,192
+3,921
| +35% | +$212K | ﹤0.01% | 1307 |
|
|
2021
Q4 | $611K | Buy |
+11,271
| New | +$611K | ﹤0.01% | 1472 |
|