Porter White 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 | $373K | Hold |
5,469
| – | – | 0.17% | 32 |
|
|
2025
Q1 | $357K | Hold |
5,469
| – | – | 0.18% | 30 |
|
|
2024
Q4 | $365K | Hold |
5,469
| – | – | 0.19% | 29 |
|
|
2024
Q3 | $360K | Hold |
5,469
| – | – | 0.18% | 28 |
|
|
2024
Q2 | $344K | Hold |
5,469
| – | – | 0.18% | 28 |
|
|
2024
Q1 | $351K | Hold |
5,469
| – | – | 0.19% | 28 |
|
|
2023
Q4 | $316K | Hold |
5,469
| – | – | 0.2% | 26 |
|
|
2023
Q3 | $288K | Hold |
5,469
| – | – | 0.22% | 23 |
|
|
2023
Q2 | $292K | Buy |
+5,469
| New | +$292K | 0.23% | 23 |
|