Keener Financial Planning’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	$13.6M	Buy	199,443 +41,849	+27%	+$2.85M	6.78%	4
2025 Q1	$10.3M	Sell	157,594 -9,800	-6%	-$639K	6.68%	4
2024 Q4	$11.2M	Buy	167,394 +21,431	+15%	+$1.43M	6.6%	4
2024 Q3	$9.61M	Buy	145,963 +64,916	+80%	+$4.27M	6.29%	4
2024 Q2	$5.09M	Buy	+81,047	New	+$5.09M	3.32%	6