SSW
Stone Summit Wealth’s Avantis US Large Cap Value ETF AVLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.11M | Sell |
60,235
-4,076
| -6% | -$278K | 1.27% | 24 |
|
|
2025
Q1 | $4.19M | Buy |
64,311
+149
| +0.2% | +$9.72K | 1.42% | 20 |
|
|
2024
Q4 | $4.28M | Buy |
64,162
+2,072
| +3% | +$138K | 1.44% | 20 |
|
|
2024
Q3 | $4.09M | Buy |
62,090
+7,204
| +13% | +$474K | 1.32% | 25 |
|
|
2024
Q2 | $3.45M | Buy |
54,886
+2,594
| +5% | +$163K | 1.24% | 25 |
|
|
2024
Q1 | $3.36M | Buy |
52,292
+10,306
| +25% | +$662K | 1.17% | 27 |
|
|
2023
Q4 | $2.43M | Buy |
41,986
+13,060
| +45% | +$754K | 0.93% | 35 |
|
|
2023
Q3 | $1.52M | Buy |
28,926
+8,963
| +45% | +$472K | 0.65% | 54 |
|
|
2023
Q2 | $1.07M | Buy |
19,963
+9,813
| +97% | +$524K | 0.44% | 66 |
|
|
2023
Q1 | $519K | Buy |
+10,150
| New | +$519K | 0.23% | 88 |
|