WMG Financial Advisors’s Avantis International Large Cap Value ETF AVIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Hold |
4,600
| – | – | 0.11% | 138 |
|
|
2025
Q1 | $261K | Hold |
4,600
| – | – | 0.11% | 131 |
|
|
2024
Q4 | $239K | Hold |
4,600
| – | – | 0.1% | 141 |
|
|
2024
Q3 | $258K | Hold |
4,600
| – | – | 0.12% | 136 |
|
|
2024
Q2 | $241K | Buy |
4,600
+500
| +12% | +$26.2K | 0.13% | 132 |
|
|
2024
Q1 | $222K | Hold |
4,100
| – | – | 0.13% | 129 |
|
|
2023
Q4 | $211K | Buy |
+4,100
| New | +$211K | 0.14% | 112 |
|