Elevate Wealth Advisory’s Avantis International Small Cap Value ETF AVDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.14M | Sell |
64,808
-4,835
| -7% | -$383K | 3.66% | 7 |
|
|
2025
Q1 | $4.86M | Sell |
69,643
-4,342
| -6% | -$303K | 3.44% | 10 |
|
|
2024
Q4 | $4.74M | Buy |
73,985
+2,465
| +3% | +$158K | 3.55% | 7 |
|
|
2024
Q3 | $5.05M | Buy |
71,520
+1,610
| +2% | +$114K | 3.75% | 7 |
|
|
2024
Q2 | $4.54M | Buy |
69,910
+4,137
| +6% | +$269K | 3.68% | 8 |
|
|
2024
Q1 | $4.33M | Sell |
65,773
-226
| -0.3% | -$14.9K | 3.77% | 8 |
|
|
2023
Q4 | $4.12M | Buy |
+65,999
| New | +$4.12M | 3.78% | 8 |
|