Meridian Wealth Management’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 | $1.27M | Buy |
18,621
+293
| +2% | +$20K | 0.05% | 269 |
|
|
2025
Q1 | $1.2M | Buy |
18,328
+259
| +1% | +$16.9K | 0.06% | 255 |
|
|
2024
Q4 | $1.21M | Buy |
18,069
+1,188
| +7% | +$79.3K | 0.06% | 255 |
|
|
2024
Q3 | $1.11M | Buy |
+16,881
| New | +$1.11M | 0.05% | 266 |
|
|
2024
Q2 | – | Sell |
-4,391
| Closed | -$282K | – | 307 |
|
|
2024
Q1 | $282K | Buy |
+4,391
| New | +$282K | 0.05% | 171 |
|