MB Generational Wealth’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
Q1 | $8.71M | Sell |
133,529
-568
| -0.4% | -$37K | 6.5% | 6 |
|
|
2024
Q4 | $8.95M | Sell |
134,097
-650
| -0.5% | -$43.4K | 6.57% | 6 |
|
|
2024
Q3 | $8.87M | Buy |
134,747
+630
| +0.5% | +$41.5K | 6.39% | 6 |
|
|
2024
Q2 | $8.43M | Buy |
134,117
+1,595
| +1% | +$100K | 6.53% | 6 |
|
|
2024
Q1 | $8.52M | Buy |
132,522
+16,030
| +14% | +$1.03M | 6.68% | 6 |
|
|
2023
Q4 | $6.73M | Buy |
+116,492
| New | +$6.73M | 6.31% | 6 |
|