Pine Harbor Wealth Management’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
$7.72M Buy
113,182
+23,220
+26% +$1.58M 2.72% 11
2025
Q1
$5.87M Buy
89,962
+19,811
+28% +$1.29M 2.35% 12
2024
Q4
$4.68M Buy
+70,151
New +$4.68M 1.89% 15