Meritas 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 | $10.8M | Buy |
158,384
+14,145
| +10% | +$965K | 5.94% | 6 |
|
|
2025
Q1 | $9.41M | Buy |
144,239
+29,854
| +26% | +$1.95M | 5.52% | 7 |
|
|
2024
Q4 | $7.64M | Buy |
114,385
+20,749
| +22% | +$1.39M | 4.59% | 8 |
|
|
2024
Q3 | $6.16M | Buy |
93,636
+32,592
| +53% | +$2.15M | 3.81% | 8 |
|
|
2024
Q2 | $3.84M | Buy |
61,044
+7,377
| +14% | +$464K | 2.71% | 10 |
|
|
2024
Q1 | $3.45M | Buy |
53,667
+20,441
| +62% | +$1.31M | 2.4% | 10 |
|
|
2023
Q4 | $1.92M | Buy |
33,226
+23,036
| +226% | +$1.33M | 1.44% | 11 |
|
|
2023
Q3 | $537K | Buy |
+10,190
| New | +$537K | 0.41% | 25 |
|