Number of Shares
536,993.00
Current Holdings Value*
$36.63 Mil
% of Portfolio
9.44%
Total Estimate Gain
$816,155.90
% of Total Estimate Gain
2.25%

VOISARD ASSET MANAGEMENT GROUP, INC.'s Avantis U.S. Large Cap Value ETF Holding Summary

As of 2025-06-30, VOISARD ASSET MANAGEMENT GROUP, INC. held 536,993.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $36.63 Mil. This investment constitutes 9.44% of their stock portfolio, and VOISARD ASSET MANAGEMENT GROUP, INC. now holds 0.48% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.

The initial trade took place in 2024Q3. And since then VOISARD ASSET MANAGEMENT GROUP, INC. has made 4 purchases of AVLV, at an average price of $67.41, for a total of 536,993.00 shares. Based on historical transaction data and AVLV's current price of $68.93, VOISARD ASSET MANAGEMENT GROUP, INC.'s estimated gain on his AVLV holdings is $816,155.90, reflecting a 2.25% gain to date.

VOISARD ASSET MANAGEMENT GROUP, INC. AVLV ($68.93) Holding Chart

VOISARD ASSET MANAGEMENT GROUP, INC. AVLV ($68.93) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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