Steward Partners Investment Advisory’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 | $8.59K | Sell |
126
-824
| -87% | -$56.2K | ﹤0.01% | 3278 |
|
|
2025
Q1 | $62K | Hold |
950
| – | – | ﹤0.01% | 2267 |
|
|
2024
Q4 | $63.4K | Hold |
950
| – | – | ﹤0.01% | 2214 |
|
|
2024
Q3 | $62.5K | Buy |
+950
| New | +$62.5K | ﹤0.01% | 2122 |
|
|
2023
Q1 | – | Sell |
-16
| Closed | -$803 | – | 3318 |
|
|
2022
Q4 | $803 | Buy |
+16
| New | +$803 | ﹤0.01% | 3144 |
|