My Personal CFO LLC’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
Q3
Sell
-6,524
Closed -$410K 91
2024
Q2
$410K Buy
6,524
+1,894
+41% +$119K 0.22% 71
2024
Q1
$298K Buy
+4,630
New +$298K 0.17% 81