Werba Rubin Papier Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Buy |
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|
2025
Q1 | $2.9M | Buy |
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|
2024
Q4 | $2.62M | Sell |
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|
2024
Q3 | $2.66M | Buy |
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|
2024
Q2 | $1.3M | Sell |
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|
2024
Q1 | $1.49M | Buy |
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|
2023
Q4 | $998K | Sell |
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|
2023
Q3 | $957K | Buy |
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|
2023
Q2 | $786K | Hold |
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|
2023
Q1 | $753K | Buy |
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|
2022
Q4 | $720K | Buy |
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