Stone Summit Wealth’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 | $592K | Sell |
9,518
-1,050
| -10% | -$65.3K | 0.18% | 87 |
|
|
2025
Q1 | $599K | Sell |
10,568
-42
| -0.4% | -$2.38K | 0.2% | 85 |
|
|
2024
Q4 | $551K | Sell |
10,610
-589
| -5% | -$30.6K | 0.18% | 93 |
|
|
2024
Q3 | $629K | Buy |
11,199
+840
| +8% | +$47.2K | 0.2% | 88 |
|
|
2024
Q2 | $543K | Sell |
10,359
-112
| -1% | -$5.87K | 0.19% | 89 |
|
|
2024
Q1 | $566K | Sell |
10,471
-74
| -0.7% | -$4K | 0.2% | 90 |
|
|
2023
Q4 | $543K | Buy |
10,545
+719
| +7% | +$37K | 0.21% | 94 |
|
|
2023
Q3 | $473K | Sell |
9,826
-234
| -2% | -$11.3K | 0.2% | 100 |
|
|
2023
Q2 | $489K | Buy |
10,060
+1,831
| +22% | +$89K | 0.2% | 93 |
|
|
2023
Q1 | $397K | Buy |
+8,229
| New | +$397K | 0.18% | 96 |
|