Summit Financial Strategies’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Summit Financial Strategies’s Portfolio AVLV Stock Details AVLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.55M	Buy
2025 Q1	$327K	Hold
2024 Q4	$335K	Hold
2024 Q3	$330K	Hold
2024 Q2	$315K	Hold
2024 Q1	$323K	Sell
2023 Q4	$338K	Buy