Silver Oak Wealth Advisors Services’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.24M Sell
106,153
-16,527
-13% -$1.13M 5.22% 5
2025
Q1
$8M Sell
122,680
-2,917
-2% -$190K 7.13% 5
2024
Q4
$8.39M Buy
+125,597
New +$8.39M 7.25% 4