DWM
Dogwood 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
Q2 | $1.72M | Sell |
21,455
-2,347
| -10% | -$188K | 0.84% | 31 |
|
|
2025
Q1 | $1.66M | Sell |
23,802
-907
| -4% | -$63.3K | 0.87% | 30 |
|
|
2024
Q4 | $1.61M | Sell |
24,709
-631
| -2% | -$41.1K | 0.85% | 32 |
|
|
2024
Q3 | $1.79M | Sell |
25,340
-14,493
| -36% | -$1.02M | 1.03% | 25 |
|
|
2024
Q2 | $2.59M | Buy |
39,833
+15,448
| +63% | +$1M | 1.59% | 22 |
|
|
2024
Q1 | $1.61M | Buy |
24,385
+2,205
| +10% | +$145K | 1.09% | 24 |
|
|
2023
Q4 | $1.39M | Buy |
+22,180
| New | +$1.39M | 1.08% | 23 |
|