APW
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Axim Planning & Wealth’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Axim Planning & Wealth’s Portfolio AVDV Stock Details AVDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-287
Closed -$14K – 34
2022
Q3 		$14K Buy
287
+280
+4,000% +$14.8K 0.01% 98
2022
Q2 		$0 Buy
+7
New +$411 ﹤0.01% 147

Other funds holding AVDV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Axim Planning & Wealth's AVDV Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Avantis International Small Cap Value ETF (AVDV) in Q4 2022, closing a stake of 287 shares — an estimated $14K sold.

Axim Planning & Wealth first reported a position in AVDV in Q2 2022 and held it in 2 quarters. The position peaked at $14K in Q3 2022. 197 funds tracked by Wall St. Rank hold AVDV as of Q4 2022.

  • Axim Planning & Wealth reported no remaining Avantis International Small Cap Value ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 287 Avantis International Small Cap Value ETF shares in Q4 2022, an estimated $14K.
  • Axim Planning & Wealth first reported a position in Avantis International Small Cap Value ETF in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's Avantis International Small Cap Value ETF position peaked at $14K in Q3 2022.
  • 197 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.