Prosperity Planning’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Prosperity Planning’s Portfolio AVLC Stock Details AVLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.6M	Buy	151,352 +7,662	+5%	+$662K	3.12%	9
2026 Q1	$11.1M	Buy	143,690 +12,927	+10%	+$1.04M	2.82%	11
2025 Q4	$10.3M	Buy	130,763 +7,157	+6%	+$555K	2.69%	11
2025 Q3	$9.46M	Buy	123,606 +12,582	+11%	+$928K	2.55%	12
2025 Q2	$7.89M	Buy	111,024 +18,671	+20%	+$1.23M	2.28%	14
2025 Q1	$5.93M	Buy	92,353 +21,055	+30%	+$1.43M	1.86%	14
2024 Q4	$4.82M	Buy	71,298 +23,367	+49%	+$1.59M	1.54%	17
2024 Q3	$3.16M	Buy	47,931 +28,474	+146%	+$1.81M	1%	25
2024 Q2	$1.22M	Buy	+19,457	New	+$1.19M	0.42%	43

Other funds holding AVLC

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return