BerganKDV Wealth Management’s Avantis International Equity ETF AVDE Stock Holding History

BerganKDV Wealth 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
2022 Q4	–	Sell	-2,246	Closed	-$102K	–	1050
2022 Q3	$102K	Hold	2,246	–	–	0.01%	284
2022 Q2	$114K	Hold	2,246	–	–	0.01%	290
2022 Q1	$136K	Hold	2,246	–	–	0.01%	278
2021 Q4	$142K	Hold	2,246	–	–	0.01%	293
2021 Q3	$140K	Hold	2,246	–	–	0.02%	282
2021 Q2	$142K	Hold	2,246	–	–	0.02%	274
2021 Q1	$136K	Buy	+2,246	New	+$134K	0.02%	269

Other funds holding AVDE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

RWM

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

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

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

WWP

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

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

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

BerganKDV Wealth Management's AVDE Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Avantis International Equity ETF (AVDE) in Q4 2022, closing a stake of 2,246 shares — an estimated $102K sold.

BerganKDV Wealth Management first reported a position in AVDE in Q1 2021 and held it in 7 quarters. The position peaked at $142K in Q4 2021. 202 funds tracked by Wall St. Rank hold AVDE as of Q4 2022.

BerganKDV Wealth Management reported no remaining Avantis International Equity ETF position as of Q4 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 2,246 Avantis International Equity ETF shares in Q4 2022, an estimated $102K.
BerganKDV Wealth Management first reported a position in Avantis International Equity ETF in Q1 2021 and held it in 7 quarters.
BerganKDV Wealth Management's Avantis International Equity ETF position peaked at $142K in Q4 2021.
202 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.