BFWM
Bright Futures Wealth Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.89M | Sell |
41,243
-7,534
| -15% | -$528K | 3.17% | 3 |
|
|
2024
Q4 | $3.23M | Sell |
48,777
-1,031
| -2% | -$68.3K | 2.87% | 4 |
|
|
2024
Q3 | $3.34M | Sell |
49,808
-236
| -0.5% | -$15.8K | 1.61% | 8 |
|
|
2024
Q2 | $3.23M | Buy |
50,044
+2,606
| +5% | +$168K | 1.75% | 9 |
|
|
2024
Q1 | $3.08M | Buy |
+47,438
| New | +$3.08M | 1.67% | 8 |
|