Oceanside Advisors’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 | $16.3M | Buy |
239,478
+3,336
| +1% | +$228K | 10.93% | 2 |
|
|
2025
Q1 | $15.4M | Buy |
236,142
+4,209
| +2% | +$274K | 11.14% | 2 |
|
|
2024
Q4 | $15.5M | Buy |
231,933
+2,072
| +0.9% | +$138K | 11.55% | 2 |
|
|
2024
Q3 | $15.1M | Buy |
229,861
+5,697
| +3% | +$375K | 11.28% | 2 |
|
|
2024
Q2 | $14.1M | Buy |
224,164
+5,273
| +2% | +$331K | 11.38% | 2 |
|
|
2024
Q1 | $14.1M | Buy |
218,891
+6,046
| +3% | +$389K | 11.64% | 2 |
|
|
2023
Q4 | $12.3M | Buy |
+212,845
| New | +$12.3M | 10.85% | 2 |
|