Oak Root LLC’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$205M Sell
2025
Q2
$193M Sell
2025
Q1
$186M Sell
2024
Q4
$196M Hold
2024
Q3
$192M Hold
2024
Q2
$183M Sell
2024
Q1
$183M Hold
2023
Q4
$165M Buy