OWA
ORBA Wealth Advisors’s Avantis International Large Cap Value ETF AVIV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.12M | Sell |
34,071
-8,463
| -20% | -$527K | 1.93% | 19 |
|
2025
Q1 | $2.41M | Buy |
42,534
+540
| +1% | +$30.6K | 1.22% | 28 |
|
2024
Q4 | $2.18M | Sell |
41,994
-542
| -1% | -$28.1K | 1.14% | 30 |
|
2024
Q3 | $2.39M | Buy |
42,536
+133
| +0.3% | +$7.47K | 1.21% | 28 |
|
2024
Q2 | $2.22M | Buy |
42,403
+3,166
| +8% | +$166K | 1.15% | 26 |
|
2024
Q1 | $2.12M | Buy |
39,237
+205
| +0.5% | +$11.1K | 1.17% | 26 |
|
2023
Q4 | $2.01M | Buy |
+39,032
| New | +$2.01M | 1.2% | 26 |
|