Baldrige Asset Management’s Avantis International Equity ETF AVDE Stock Holding History

Baldrige Asset Management’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
2023 Q1	$96K	Hold	1,683	–	–	0.04%	146
2022 Q4	$90K	Sell	1,683 -164	-9%	-$8.35K	0.04%	146
2022 Q3	$84K	Buy	1,847 +112	+6%	+$5.7K	0.04%	143
2022 Q2	$88K	Sell	1,735 -124	-7%	-$6.96K	0.04%	145
2022 Q1	$112K	Buy	1,859 +141	+8%	+$8.6K	0.05%	132
2021 Q4	$109K	Buy	1,718 +54	+3%	+$3.43K	0.04%	131
2021 Q3	$104K	Buy	1,664 +119	+8%	+$7.6K	0.04%	128
2021 Q2	$97K	Buy	+1,545	New	+$98.3K	0.04%	131

Other funds holding AVDE

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

RWM

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

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WWP

Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return

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

PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Baldrige Asset Management's AVDE Position: Q1 2023 in Review

Baldrige Asset Management held its Avantis International Equity ETF (AVDE) position steady in Q1 2023 at 1,683 shares worth $96K. The position accounts for 0.04% of the portfolio, ranked #146.

Baldrige Asset Management first reported a position in AVDE in Q2 2021 and has held it in 8 quarters since. The position peaked at $112K in Q1 2022. 222 funds tracked by Wall St. Rank hold AVDE as of Q1 2023.

Baldrige Asset Management held 1,683 shares of Avantis International Equity ETF worth $96K as of Q1 2023.
Baldrige Asset Management left its Avantis International Equity ETF share count unchanged in Q1 2023.
Avantis International Equity ETF made up 0.04% of Baldrige Asset Management's portfolio in Q1 2023, its #146 holding.
Baldrige Asset Management first reported a position in Avantis International Equity ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's Avantis International Equity ETF position peaked at $112K in Q1 2022.
222 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.