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Wescott Financial Advisory Group’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Wescott Financial Advisory Group’s Portfolio AVLV Stock Details AVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$272K Hold
3,988
– – 0.03% 152
2025
Q1 		$260K Buy
3,988
+875
+28% +$57.1K 0.03% 151
2024
Q4 		$208K Hold
3,113
– – 0.02% 167
2024
Q3 		$205K Buy
+3,113
New +$205K 0.02% 167