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Cherry Tree Wealth Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Cherry Tree Wealth Management’s Portfolio AVDV Stock Details AVDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$396K Buy
3,961
+152
+4% +$15.5K 0.08% 106
2025
Q4 		$358K Hold
3,809
– – 0.08% 119
2025
Q3 		$339K Sell
3,809
-48
-1% -$4.04K 0.07% 120
2025
Q2 		$306K Buy
3,857
+27
+0.7% +$2K 0.07% 127
2025
Q1 		$267K Hold
3,830
– – 0.06% 139
2024
Q4 		$249K Buy
3,830
+535
+16% +$36K 0.06% 146
2024
Q3 		$233K Hold
3,295
– – 0.06% 153
2024
Q2 		$214K Buy
3,295
+668
+25% +$44.1K 0.05% 154
2024
Q1 		$173K Buy
2,627
+411
+19% +$25.6K 0.04% 168
2023
Q4 		$138K Buy
2,216
+281
+15% +$16.4K 0.04% 171
2023
Q3 		$112K Buy
1,935
+841
+77% +$49.6K 0.03% 175
2023
Q2 		$63K Buy
+1,094
New +$64.1K 0.02% 215

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SC
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FPAS
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AI
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MIAS
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MWM
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HTC
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