Herold Advisors’s AVDR US LargeCap ESG ETF AVDG Stock Holding History

Herold Advisors’s Portfolio AVDG Stock Details AVDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,975	Closed	-$155K	–	723
2022 Q1	$155K	Buy	+4,975	New	+$151K	0.06%	230

Other funds holding AVDG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Herold Advisors's AVDG Position: Q2 2022 in Review

Herold Advisors sold out of AVDR US LargeCap ESG ETF (AVDG) in Q2 2022, closing a stake of 4,975 shares — an estimated $155K sold.

Herold Advisors first reported a position in AVDG in Q1 2022 and held it in 1 quarter. The position peaked at $155K in Q1 2022. 2 funds tracked by Wall St. Rank hold AVDG as of Q2 2022.

Herold Advisors reported no remaining AVDR US LargeCap ESG ETF position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 4,975 AVDR US LargeCap ESG ETF shares in Q2 2022, an estimated $155K.
Herold Advisors first reported a position in AVDR US LargeCap ESG ETF in Q1 2022 and held it in 1 quarter.
Herold Advisors's AVDR US LargeCap ESG ETF position peaked at $155K in Q1 2022.
2 funds tracked by Wall St. Rank held AVDR US LargeCap ESG ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.