SHFA
SC&H Financial Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
23,453
-379
| -2% | -$25.9K | 0.27% | 48 |
|
|
2025
Q1 | $1.55M | Buy |
23,832
+95
| +0.4% | +$6.2K | 0.31% | 45 |
|
|
2024
Q4 | $1.58M | Buy |
23,737
+106
| +0.4% | +$7.08K | 0.33% | 42 |
|
|
2024
Q3 | $1.56M | Buy |
23,631
+98
| +0.4% | +$6.45K | 0.34% | 44 |
|
|
2024
Q2 | $1.48M | Buy |
23,533
+97
| +0.4% | +$6.1K | 0.36% | 43 |
|
|
2024
Q1 | $1.51M | Buy |
23,436
+81
| +0.3% | +$5.21K | 0.39% | 40 |
|
|
2023
Q4 | $1.35M | Buy |
23,355
+122
| +0.5% | +$7.05K | 0.39% | 42 |
|
|
2023
Q3 | $1.22M | Buy |
23,233
+102
| +0.4% | +$5.37K | 0.41% | 42 |
|
|
2023
Q2 | $1.23M | Buy |
23,131
+110
| +0.5% | +$5.87K | 0.41% | 44 |
|
|
2023
Q1 | $1.18M | Buy |
23,021
+131
| +0.6% | +$6.7K | 0.43% | 45 |
|
|
2022
Q4 | $1.15M | Buy |
22,890
+137
| +0.6% | +$6.88K | 0.48% | 46 |
|
|
2022
Q3 | $1.01M | Buy |
22,753
+3,098
| +16% | +$138K | 0.51% | 45 |
|
|
2022
Q2 | $906K | Buy |
+19,655
| New | +$906K | 0.42% | 49 |
|