SC&H Financial Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.01M Buy
24,932
+5,933
+31% +$481K 0.3% 43
2025
Q4
$1.44M Sell
18,999
-4,512
-19% -$332K 0.22% 54
2025
Q3
$1.7M Buy
23,511
+58
+0.2% +$4.1K 0.28% 46
2025
Q2
$1.6M Sell
23,453
-379
-2% -$24.4K 0.27% 48
2025
Q1
$1.55M Buy
23,832
+95
+0.4% +$6.44K 0.31% 45
2024
Q4
$1.58M Buy
23,737
+106
+0.4% +$7.21K 0.33% 42
2024
Q3
$1.56M Buy
23,631
+98
+0.4% +$6.24K 0.34% 44
2024
Q2
$1.48M Buy
23,533
+97
+0.4% +$6.08K 0.36% 43
2024
Q1
$1.51M Buy
23,436
+81
+0.3% +$4.85K 0.39% 40
2023
Q4
$1.35M Buy
23,355
+122
+0.5% +$6.56K 0.39% 42
2023
Q3
$1.22M Buy
23,233
+102
+0.4% +$5.53K 0.41% 42
2023
Q2
$1.23M Buy
23,131
+110
+0.5% +$5.62K 0.41% 44
2023
Q1
$1.18M Buy
23,021
+131
+0.6% +$6.8K 0.43% 45
2022
Q4
$1.15M Buy
22,890
+137
+0.6% +$6.87K 0.48% 46
2022
Q3
$1.01M Buy
22,753
+3,098
+16% +$150K 0.51% 45
2022
Q2
$906K Buy
+19,655
New +$1M 0.42% 49

Other funds holding AVLV