Paladin Advisory Group’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 | $3.93M | Sell |
57,675
-1,840
| -3% | -$126K | 3% | 7 |
|
2025
Q1 | $3.88M | Buy |
59,515
+113
| +0.2% | +$7.37K | 3.11% | 7 |
|
2024
Q4 | $3.97M | Buy |
59,402
+724
| +1% | +$48.3K | 3.04% | 6 |
|
2024
Q3 | $3.86M | Buy |
58,678
+3,582
| +7% | +$236K | 2.85% | 8 |
|
2024
Q2 | $3.46M | Buy |
55,096
+2,237
| +4% | +$140K | 2.69% | 9 |
|
2024
Q1 | $3.39M | Buy |
52,859
+2,590
| +5% | +$166K | 2.68% | 9 |
|
2023
Q4 | $2.9M | Buy |
+50,269
| New | +$2.9M | 2.4% | 12 |
|