NWM
AVLV icon

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.17M Sell
61,154
-475
-0.8% -$32.4K 3.15% 10
2025
Q1
$4.02M Buy
61,629
+12,682
+26% +$827K 3.48% 8
2024
Q4
$3.27M Buy
+48,947
New +$3.27M 3.19% 7