Leading Edge 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 | $18.8M | Buy |
275,842
+17,562
| +7% | +$1.2M | 5.23% | 9 |
|
|
2025
Q1 | $16.8M | Buy |
258,280
+13,442
| +5% | +$877K | 5.26% | 9 |
|
|
2024
Q4 | $16.3M | Buy |
244,838
+6,734
| +3% | +$450K | 5.36% | 9 |
|
|
2024
Q3 | $15.7M | Buy |
238,104
+34,374
| +17% | +$2.26M | 5.25% | 8 |
|
|
2024
Q2 | $12.8M | Buy |
203,730
+17,374
| +9% | +$1.09M | 5.14% | 8 |
|
|
2024
Q1 | $12M | Buy |
186,356
+29,624
| +19% | +$1.9M | 5.3% | 8 |
|
|
2023
Q4 | $9.05M | Buy |
156,732
+118,831
| +314% | +$6.86M | 4.7% | 8 |
|
|
2023
Q3 | $2M | Buy |
+37,901
| New | +$2M | 1.28% | 15 |
|