PHWM
AVLV icon

Pine Harbor Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Pine Harbor Wealth Management’s Portfolio AVLV Stock Details AVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.1M Buy
187,708
+10,605
+6% +$860K 4.53% 8
2025
Q4 		$13.4M Buy
177,103
+30,655
+21% +$2.26M 4.11% 9
2025
Q3 		$10.6M Buy
146,448
+33,266
+29% +$2.35M 3.39% 9
2025
Q2 		$7.72M Buy
113,182
+23,220
+26% +$1.5M 2.72% 11
2025
Q1 		$5.87M Buy
89,962
+19,811
+28% +$1.34M 2.35% 12
2024
Q4 		$4.68M Buy
+70,151
New +$4.77M 1.89% 15

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Ameriprise
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American Century Companies
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PHWA
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