Advisory Resource Group’s Avantis International Equity ETF AVDE Stock Holding History

Advisory Resource Group’s Portfolio AVDE Stock Details AVDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13M	Sell	146,247 -591	-0.4%	-$53K	1.96%	12
2026 Q1	$12.5M	Sell	146,838 -1,373	-0.9%	-$119K	2.14%	10
2025 Q4	$12.2M	Buy	148,211 +492	+0.3%	+$39.5K	2.15%	10
2025 Q3	$11.7M	Buy	147,719 +4,016	+3%	+$306K	2.09%	10
2025 Q2	$10.6M	Buy	143,703 +28,949	+25%	+$2.02M	2.04%	10
2025 Q1	$7.6M	Buy	114,754 +33,540	+41%	+$2.18M	1.55%	14
2024 Q4	$4.98M	Buy	81,214 +7,462	+10%	+$478K	1.06%	26
2024 Q3	$4.94M	Buy	73,752 +2,253	+3%	+$145K	1.06%	28
2024 Q2	$4.45M	Buy	71,499 +5,023	+8%	+$319K	1%	27
2024 Q1	$4.24M	Buy	66,476 +6,435	+11%	+$392K	0.97%	30
2023 Q4	$3.63M	Buy	60,041 +2,144	+4%	+$121K	0.9%	28
2023 Q3	$3.22M	Buy	+57,897	New	+$3.33M	0.87%	28

Other funds holding AVDE

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return