Keyes Stange & Wooten 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 | $9.5M | Buy |
139,336
+2,973
| +2% | +$203K | 4.93% | 9 |
|
|
2025
Q1 | $8.89M | Buy |
136,363
+745
| +0.5% | +$48.6K | 5.06% | 8 |
|
|
2024
Q4 | $9.06M | Buy |
135,618
+3,481
| +3% | +$232K | 5.34% | 8 |
|
|
2024
Q3 | $8.7M | Buy |
132,137
+2,341
| +2% | +$154K | 5.16% | 8 |
|
|
2024
Q2 | $8.16M | Sell |
129,796
-3,412
| -3% | -$214K | 5.68% | 7 |
|
|
2024
Q1 | $8.56M | Sell |
133,208
-5,756
| -4% | -$370K | 7.54% | 4 |
|
|
2023
Q4 | $8.03M | Buy |
+138,964
| New | +$8.03M | 8.53% | 3 |
|