Summit Wealth Partners’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 | $5.26M | Buy |
77,169
+34,532
| +81% | +$2.36M | 1% | 25 |
|
|
2025
Q1 | $2.78M | Buy |
42,637
+11,980
| +39% | +$781K | 0.56% | 44 |
|
|
2024
Q4 | $2.05M | Buy |
30,657
+5,558
| +22% | +$371K | 0.42% | 48 |
|
|
2024
Q3 | $1.65M | Buy |
25,099
+5,416
| +28% | +$357K | 0.32% | 62 |
|
|
2024
Q2 | $1.24M | Buy |
19,683
+12,630
| +179% | +$794K | 0.26% | 73 |
|
|
2024
Q1 | $453K | Buy |
+7,053
| New | +$453K | 0.1% | 139 |
|