Wescott Financial Advisory Group’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
Q3
$288K Hold
2025
Q2
$272K Hold
2025
Q1
$260K Buy
2024
Q4
$208K Hold
2024
Q3
$205K Buy