Legacy Capital Wealth Partners’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
$564K Sell
8,271
-3,668
-31% -$250K 0.13% 168
2025
Q1
$779K Buy
11,939
+2,677
+29% +$175K 0.19% 108
2024
Q4
$618K Buy
+9,262
New +$618K 0.15% 135