Schwarz Dygos Wheeler Investment Advisors’s Avantis International Large Cap Value ETF AVIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
6,984
+599
| +9% | +$37.3K | 0.1% | 108 |
|
|
2025
Q1 | $362K | Hold |
6,385
| – | – | 0.09% | 119 |
|
|
2024
Q4 | $331K | Buy |
6,385
+171
| +3% | +$8.88K | 0.08% | 120 |
|
|
2024
Q3 | $349K | Sell |
6,214
-372
| -6% | -$20.9K | 0.09% | 112 |
|
|
2024
Q2 | $345K | Buy |
6,586
+2,176
| +49% | +$114K | 0.09% | 109 |
|
|
2024
Q1 | $238K | Sell |
4,410
-320
| -7% | -$17.3K | 0.07% | 131 |
|
|
2023
Q4 | $244K | Sell |
4,730
-77
| -2% | -$3.96K | 0.07% | 131 |
|
|
2023
Q3 | $231K | Hold |
4,807
| – | – | 0.08% | 128 |
|
|
2023
Q2 | $234K | Hold |
4,807
| – | – | 0.08% | 125 |
|
|
2023
Q1 | $232K | Hold |
4,807
| – | – | 0.08% | 119 |
|
|
2022
Q4 | $217K | Buy |
+4,807
| New | +$217K | 0.09% | 116 |
|