Visionary Wealth Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$37.9M	Sell	470,069 -886	-0.2%	-$71.9K	1.68%	8
2025 Q4	$35.7M	Sell	470,955 -5,998	-1%	-$441K	1.61%	8
2025 Q3	$34.5M	Buy	476,953 +1,606	+0.3%	+$113K	1.61%	9
2025 Q2	$32.4M	Buy	475,347 +10,788	+2%	+$695K	1.66%	7
2025 Q1	$30.3M	Buy	464,559 +18,478	+4%	+$1.25M	1.82%	7
2024 Q4	$29.8M	Buy	446,081 +9,921	+2%	+$675K	1.75%	7
2024 Q3	$28.7M	Buy	436,160 +16,029	+4%	+$1.02M	1.75%	7
2024 Q2	$26.4M	Buy	420,131 +27,276	+7%	+$1.71M	1.73%	7
2024 Q1	$25.2M	Buy	392,855 +75,036	+24%	+$4.5M	1.7%	8
2023 Q4	$18.4M	Buy	317,819 +279,085	+721%	+$15M	1.35%	11
2023 Q3	$2.04M	Buy	38,734 +19,375	+100%	+$1.05M	0.17%	141
2023 Q2	$1.03M	Buy	19,359 +11,024	+132%	+$563K	0.08%	203
2023 Q1	$426K	Buy	+8,335	New	+$433K	0.04%	300