Congress Wealth Management’s Matthews Asia Dividend Active ETF ADVE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.02M	Buy	56,370 +14	+0%	+$502	0.02%	552
2025 Q1	$1.83M	Buy	56,356 +169	+0.3%	+$5.48K	0.02%	511
2024 Q4	$1.8M	Sell	56,187 -1,429	-2%	-$45.8K	0.02%	427
2024 Q3	$2.09M	Buy	+57,616	New	+$2.09M	0.03%	419