Harbor Asset Planning’s Avantis International Equity ETF AVDE Stock Holding History

Harbor Asset Planning’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 Q2	$1.44M	Buy	16,121 +1,356	+9%	+$122K	1.08%	26
2026 Q1	$1.25M	Buy	14,765 +9,233	+167%	+$802K	1.05%	27
2025 Q4	$455K	Buy	5,532 +1,977	+56%	+$159K	0.39%	58
2025 Q3	$280K	Sell	3,555 -4	-0.1%	-$305	0.25%	74
2025 Q2	$263K	Buy	+3,559	New	+$249K	0.25%	74

Other funds holding AVDE

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Harbor Asset Planning's AVDE Position: Q2 2026 in Review

Harbor Asset Planning increased its Avantis International Equity ETF (AVDE) stake by 9.2% in Q2 2026, buying an estimated $122K and bringing the position to 16,121 shares worth $1.44M. The position accounts for 1.08% of the portfolio, ranked #26.

Harbor Asset Planning first reported a position in AVDE in Q2 2025 and has held it in 5 quarters since. 263 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Harbor Asset Planning held 16,121 shares of Avantis International Equity ETF worth $1.44M as of Q2 2026.
Harbor Asset Planning bought 1,356 Avantis International Equity ETF shares in Q2 2026, an estimated $122K.
Avantis International Equity ETF made up 1.08% of Harbor Asset Planning's portfolio in Q2 2026, its #26 holding.
Harbor Asset Planning first reported a position in Avantis International Equity ETF in Q2 2025 and has held it in 5 quarters since.
263 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.