SFS
Summit Financial Strategies’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 | $2.55M | Buy |
37,347
+32,327
| +644% | +$2.21M | 0.24% | 43 |
|
|
2025
Q1 | $327K | Hold |
5,020
| – | – | 0.03% | 111 |
|
|
2024
Q4 | $335K | Hold |
5,020
| – | – | 0.04% | 109 |
|
|
2024
Q3 | $330K | Hold |
5,020
| – | – | 0.04% | 111 |
|
|
2024
Q2 | $315K | Hold |
5,020
| – | – | 0.04% | 110 |
|
|
2024
Q1 | $323K | Sell |
5,020
-827
| -14% | -$53.1K | 0.05% | 108 |
|
|
2023
Q4 | $338K | Buy |
+5,847
| New | +$338K | 0.05% | 100 |
|