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Capasso Planning Partners’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Capasso Planning Partners’s Portfolio AVES Stock Details AVES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,448
Closed -$204K – 112
2023
Q4 		$204K Buy
+4,448
New +$196K 0.1% 96

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RLIM
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MWP
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AHC
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BWP
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PWM
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Capasso Planning Partners's AVES Position: Q1 2024 in Review

Capasso Planning Partners sold out of Avantis Emerging Markets Value ETF (AVES) in Q1 2024, closing a stake of 4,448 shares — an estimated $204K sold.

Capasso Planning Partners first reported a position in AVES in Q4 2023 and held it in 1 quarter. The position peaked at $204K in Q4 2023. 90 funds tracked by Wall St. Rank hold AVES as of Q1 2024.

  • Capasso Planning Partners reported no remaining Avantis Emerging Markets Value ETF position as of Q1 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 4,448 Avantis Emerging Markets Value ETF shares in Q1 2024, an estimated $204K.
  • Capasso Planning Partners first reported a position in Avantis Emerging Markets Value ETF in Q4 2023 and held it in 1 quarter.
  • Capasso Planning Partners's Avantis Emerging Markets Value ETF position peaked at $204K in Q4 2023.
  • 90 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2024.

Based on Capasso Planning Partners's 13F filing for Q1 2024, filed 24 Apr 2024.