Ruedi 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 | $3.09M | Buy |
45,301
+43,492
| +2,404% | +$2.97M | 0.92% | 21 |
|
|
2025
Q1 | $118K | Sell |
1,809
-1,661
| -48% | -$108K | 0.04% | 62 |
|
|
2024
Q4 | $232K | Hold |
3,470
| – | – | 0.07% | 48 |
|
|
2024
Q3 | $228K | Hold |
3,470
| – | – | 0.08% | 49 |
|
|
2024
Q2 | $218K | Sell |
3,470
-112
| -3% | -$7.04K | 0.09% | 48 |
|
|
2024
Q1 | $230K | Hold |
3,582
| – | – | 0.1% | 48 |
|
|
2023
Q4 | $207K | Hold |
3,582
| – | – | 0.1% | 47 |
|
|
2023
Q3 | $189K | Hold |
3,582
| – | – | 0.11% | 45 |
|
|
2023
Q2 | $191K | Buy |
3,582
+1,773
| +98% | +$94.6K | 0.11% | 43 |
|
|
2023
Q1 | $92.5K | Hold |
1,809
| – | – | 0.06% | 58 |
|
|
2022
Q4 | $90.8K | Buy |
+1,809
| New | +$90.8K | 0.06% | 54 |
|