FWM
AVDE icon

Fonville Wealth Management’s Avantis International Equity ETF AVDE Stock Holding History

Fonville Wealth Management’s Portfolio AVDE Stock Details AVDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.92M Sell
22,681
-853
-4% -$74.1K 0.37% 48
2025
Q4 		$1.94M Hold
23,534
– – 0.4% 48
2025
Q3 		$1.86M Hold
23,534
– – 0.42% 44
2025
Q2 		$1.74M Hold
23,534
– – 0.44% 43
2025
Q1 		$1.56M Hold
23,534
– – 0.46% 44
2024
Q4 		$1.44M Sell
23,534
-65
-0.3% -$4.16K 0.48% 45
2024
Q3 		$1.58M Hold
23,599
– – 0.55% 44
2024
Q2 		$1.47M Hold
23,599
– – 0.58% 43
2024
Q1 		$1.5M Sell
23,599
-1,083
-4% -$65.9K 0.67% 42
2023
Q4 		$1.49M Buy
+24,682
New +$1.4M 0.79% 38

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Wealth Enhancement Advisory Services
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LPL Financial
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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
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MWM
Mission Wealth Management Santa Barbara, California $4.78B AUM 22.78% 1-Year Est. Return