Schwarz Dygos Wheeler Investment Advisors’s Avantis International Large Cap Value ETF AVIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $477K | Buy |
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|
2025
Q2 | $435K | Buy |
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|
2025
Q1 | $362K | Hold |
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|
2024
Q4 | $331K | Buy |
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|
2024
Q3 | $349K | Sell |
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|
2024
Q2 | $345K | Buy |
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|
2024
Q1 | $238K | Sell |
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|
2023
Q4 | $244K | Sell |
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|
2023
Q3 | $231K | Hold |
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|
2023
Q2 | $234K | Hold |
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|
2023
Q1 | $232K | Hold |
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|
2022
Q4 | $217K | Buy |
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