BerganKDV Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

BerganKDV Wealth Management’s Portfolio AVEM Stock Details AVEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-536	Closed	-$32K	–	970
2022 Q1	$32K	Hold	536	–	–	﹤0.01%	448
2021 Q4	$34K	Sell	536 -1,215	-69%	-$78.2K	﹤0.01%	471
2021 Q3	$113K	Hold	1,751	–	–	0.01%	307
2021 Q2	$122K	Hold	1,751	–	–	0.01%	292
2021 Q1	$115K	Buy	+1,751	New	+$116K	0.01%	282

Other funds holding AVEM

WFA

Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return

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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

AAS

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

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

WWP

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

VCM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BerganKDV Wealth Management's AVEM Position: Q2 2022 in Review

BerganKDV Wealth Management sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q2 2022, closing a stake of 536 shares — an estimated $32K sold.

BerganKDV Wealth Management first reported a position in AVEM in Q1 2021 and held it in 5 quarters. The position peaked at $122K in Q2 2021. 174 funds tracked by Wall St. Rank hold AVEM as of Q2 2022.

BerganKDV Wealth Management reported no remaining Avantis Emerging Markets Equity ETF position as of Q2 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 536 Avantis Emerging Markets Equity ETF shares in Q2 2022, an estimated $32K.
BerganKDV Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q1 2021 and held it in 5 quarters.
BerganKDV Wealth Management's Avantis Emerging Markets Equity ETF position peaked at $122K in Q2 2021.
174 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2022.

Based on BerganKDV Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.