Capasso Planning Partners’s Avantis International Equity ETF AVDE Stock Holding History

Capasso Planning Partners’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
2024 Q2	–	Sell	-5,307	Closed	-$338K	–	141
2024 Q1	$338K	Hold	5,307	–	–	0.14%	82
2023 Q4	$321K	Buy	5,307 +67	+1%	+$3.79K	0.15%	81
2023 Q3	$292K	Buy	5,240 +639	+14%	+$36.7K	0.16%	74
2023 Q2	$264K	Buy	4,601 +84	+2%	+$4.85K	0.14%	81
2023 Q1	$258K	Buy	4,517 +240	+6%	+$13.5K	0.15%	81
2022 Q4	$227K	Buy	+4,277	New	+$218K	0.15%	86
2022 Q2	–	Sell	-6,450	Closed	-$389K	–	89
2022 Q1	$389K	Buy	+6,450	New	+$394K	0.27%	60

Other funds holding AVDE

AAS

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

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

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

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Capasso Planning Partners's AVDE Position: Q2 2024 in Review

Capasso Planning Partners sold out of Avantis International Equity ETF (AVDE) in Q2 2024, closing a stake of 5,307 shares — an estimated $338K sold.

Capasso Planning Partners first reported a position in AVDE in Q1 2022 and held it in 7 quarters. The position peaked at $389K in Q1 2022. 330 funds tracked by Wall St. Rank hold AVDE as of Q2 2024.

Capasso Planning Partners reported no remaining Avantis International Equity ETF position as of Q2 2024 after selling out during the quarter.
Capasso Planning Partners sold 5,307 Avantis International Equity ETF shares in Q2 2024, an estimated $338K.
Capasso Planning Partners first reported a position in Avantis International Equity ETF in Q1 2022 and held it in 7 quarters.
Capasso Planning Partners's Avantis International Equity ETF position peaked at $389K in Q1 2022.
330 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2024.

Based on Capasso Planning Partners's 13F filing for Q2 2024, filed 2 Dec 2024.