Wealthcare Advisory 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 | $2.32M | Sell |
33,975
-4,263
| -11% | -$291K | 0.05% | 297 |
|
|
2025
Q1 | $2.49M | Buy |
38,238
+4,626
| +14% | +$302K | 0.07% | 247 |
|
|
2024
Q4 | $2.24M | Buy |
33,612
+14,324
| +74% | +$956K | 0.06% | 249 |
|
|
2024
Q3 | $1.27M | Buy |
19,288
+2,145
| +13% | +$141K | 0.04% | 364 |
|
|
2024
Q2 | $1.08M | Sell |
17,143
-960
| -5% | -$60.3K | 0.03% | 363 |
|
|
2024
Q1 | $1.16M | Sell |
18,103
-798
| -4% | -$51.3K | 0.04% | 334 |
|
|
2023
Q4 | $1.09M | Buy |
18,901
+1,966
| +12% | +$114K | 0.04% | 299 |
|
|
2023
Q3 | $892K | Buy |
16,935
+2,825
| +20% | +$149K | 0.04% | 298 |
|
|
2023
Q2 | $753K | Buy |
+14,110
| New | +$753K | 0.03% | 356 |
|