WWA
WCG Wealth Advisors’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 | $10M | Buy |
147,151
+555
| +0.4% | +$37.9K | 0.65% | 43 |
|
|
2025
Q1 | $9.56M | Buy |
146,596
+4,137
| +3% | +$270K | 0.73% | 39 |
|
|
2024
Q4 | $9.51M | Sell |
142,459
-46,702
| -25% | -$3.12M | 0.63% | 45 |
|
|
2024
Q3 | $12.5M | Sell |
189,161
-4,558
| -2% | -$300K | 0.84% | 32 |
|
|
2024
Q2 | $12.2M | Buy |
193,719
+44,813
| +30% | +$2.82M | 0.9% | 30 |
|
|
2024
Q1 | $9.57M | Buy |
+148,906
| New | +$9.57M | 0.8% | 35 |
|