Mattern Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.11M Buy
2025
Q2
$1.98M Hold
2025
Q1
$1.89M Hold
2024
Q4
$1.93M Buy
2024
Q3
Sell
2024
Q2
$1.68M Buy
2024
Q1
$1.64M Buy
2023
Q4
$1.46M Buy
2023
Q3
$1.32M Sell
2023
Q2
$1.42M Sell
2023
Q1
$1.42M Sell
2022
Q4
$1.47M Sell
2022
Q3
$1.34M Buy
2022
Q2
$1.39M Buy
2022
Q1
$1.54M Buy
2021
Q4
$1.24M Buy