Schwarz Dygos Wheeler Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $463K | Buy |
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|
2025
Q2 | $418K | Buy |
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|
2025
Q1 | $366K | Hold |
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|
2024
Q4 | $374K | Buy |
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|
2024
Q3 | $361K | Buy |
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|
2024
Q2 | $317K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $283K | Buy |
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|
2023
Q3 | $244K | Hold |
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|
2023
Q2 | $247K | Hold |
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|
2023
Q1 | $237K | Hold |
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|
2022
Q4 | $232K | Buy |
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