Life Planning 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
2024
Q1
Sell
-750
Closed -$43.3K 79
2023
Q4
$43.3K Buy
+750
New +$43.3K 0.04% 110
2022
Q3
$33.3K Buy
750
+320
+74% +$14.2K 0.04% 101
2022
Q2
$20K Hold
430
0.02% 121
2022
Q1
$23K Buy
+430
New +$23K 0.02% 115