OneDigital Investment 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 | – | Sell |
-3,514
| Closed | -$229K | – | 1451 |
|
|
2025
Q1 | $229K | Buy |
3,514
+331
| +10% | +$21.6K | ﹤0.01% | 1269 |
|
|
2024
Q4 | $213K | Buy |
+3,183
| New | +$213K | ﹤0.01% | 1304 |
|
|
2024
Q3 | – | Sell |
-3,470
| Closed | -$218K | – | 1434 |
|
|
2024
Q2 | $218K | Sell |
3,470
-43
| -1% | -$2.7K | ﹤0.01% | 1249 |
|
|
2024
Q1 | $226K | Buy |
3,513
+32
| +0.9% | +$2.06K | ﹤0.01% | 998 |
|
|
2023
Q4 | $201K | Buy |
+3,481
| New | +$201K | ﹤0.01% | 1059 |
|