DWM
Dogwood Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
23,313
-2,341
| -9% | -$161K | 0.78% | 33 |
|
|
2025
Q1 | $1.54M | Sell |
25,654
-537
| -2% | -$32.3K | 0.81% | 32 |
|
|
2024
Q4 | $1.54M | Sell |
26,191
-746
| -3% | -$43.9K | 0.81% | 34 |
|
|
2024
Q3 | $1.74M | Sell |
26,937
-16,375
| -38% | -$1.06M | 1% | 27 |
|
|
2024
Q2 | $2.65M | Buy |
43,312
+16,880
| +64% | +$1.03M | 1.63% | 21 |
|
|
2024
Q1 | $1.53M | Buy |
26,432
+2,806
| +12% | +$163K | 1.04% | 25 |
|
|
2023
Q4 | $1.33M | Buy |
+23,626
| New | +$1.33M | 1.04% | 24 |
|