WCWM
Willow Creek Wealth Management’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 | $28.5M | Buy |
418,110
+36,396
| +10% | +$2.48M | 2.57% | 13 |
|
|
2025
Q1 | $24.9M | Buy |
381,714
+41,450
| +12% | +$2.7M | 2.42% | 13 |
|
|
2024
Q4 | $22.7M | Buy |
340,264
+25,006
| +8% | +$1.67M | 2.32% | 13 |
|
|
2024
Q3 | $20.8M | Buy |
315,258
+16,571
| +6% | +$1.09M | 2.18% | 13 |
|
|
2024
Q2 | $18.8M | Buy |
298,687
+29,580
| +11% | +$1.86M | 2.13% | 14 |
|
|
2024
Q1 | $17.3M | Buy |
269,107
+34,412
| +15% | +$2.21M | 2.02% | 15 |
|
|
2023
Q4 | $13.6M | Buy |
234,695
+81,278
| +53% | +$4.69M | 1.7% | 16 |
|
|
2023
Q3 | $8.08M | Buy |
153,417
+12,365
| +9% | +$651K | 1.2% | 19 |
|
|
2023
Q2 | $7.53M | Buy |
141,052
+11,759
| +9% | +$627K | 1.07% | 19 |
|
|
2023
Q1 | $6.61M | Buy |
129,293
+30,188
| +30% | +$1.54M | 1.02% | 19 |
|
|
2022
Q4 | $4.97M | Buy |
99,105
+23,240
| +31% | +$1.17M | 0.83% | 20 |
|
|
2022
Q3 | $3.37M | Buy |
75,865
+50,105
| +195% | +$2.23M | 0.65% | 22 |
|
|
2022
Q2 | $1.19M | Buy |
+25,760
| New | +$1.19M | 0.22% | 47 |
|