DWM
Dopkins 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 | $6.65M | Sell |
97,049
-382
| -0.4% | -$26.2K | 2.98% | 8 |
|
|
2025
Q1 | $5.86M | Buy |
97,431
+6,240
| +7% | +$375K | 2.98% | 8 |
|
|
2024
Q4 | $5.36M | Buy |
91,191
+43,471
| +91% | +$2.56M | 2.73% | 10 |
|
|
2024
Q3 | $3.08M | Sell |
47,720
-26,932
| -36% | -$1.74M | 2.49% | 10 |
|
|
2024
Q2 | $4.56M | Sell |
74,652
-6
| -0% | -$367 | 2.77% | 10 |
|
|
2024
Q1 | $4.33M | Buy |
74,658
+4,699
| +7% | +$272K | 2.61% | 10 |
|
|
2023
Q4 | $3.94M | Buy |
69,959
+2,333
| +3% | +$132K | 3.07% | 10 |
|
|
2023
Q3 | $3.57M | Buy |
67,626
+2,858
| +4% | +$151K | 2.7% | 10 |
|
|
2023
Q2 | $3.49M | Buy |
64,768
+5,318
| +9% | +$286K | 3.1% | 11 |
|
|
2023
Q1 | $3.14M | Sell |
59,450
-14,256
| -19% | -$754K | 2.94% | 11 |
|
|
2022
Q4 | $3.72M | Buy |
73,706
+60,917
| +476% | +$3.07M | 3.27% | 7 |
|
|
2022
Q3 | $587K | Buy |
+12,789
| New | +$587K | 0.66% | 18 |
|