Herold Advisors’s AVDR US LargeCap Leading ETF AVDR Stock Holding History

Herold Advisors’s Portfolio AVDR Stock Details AVDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-30,740	Closed	-$739K	–	200
2022 Q2	$739K	Sell	30,740 -600	-2%	-$15.8K	0.33%	94
2022 Q1	$919K	Sell	31,340 -1,000	-3%	-$29K	0.33%	93
2021 Q4	$1.04M	Buy	+32,340	New	+$1.01M	0.4%	81

Other funds holding AVDR

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Herold Advisors's AVDR Position: Q3 2022 in Review

Herold Advisors sold out of AVDR US LargeCap Leading ETF (AVDR) in Q3 2022, closing a stake of 30,740 shares — an estimated $739K sold.

Herold Advisors first reported a position in AVDR in Q4 2021 and held it in 3 quarters. The position peaked at $1.04M in Q4 2021. 1 fund tracked by Wall St. Rank holds AVDR as of Q3 2022.

Herold Advisors reported no remaining AVDR US LargeCap Leading ETF position as of Q3 2022 after selling out during the quarter.
Herold Advisors sold 30,740 AVDR US LargeCap Leading ETF shares in Q3 2022, an estimated $739K.
Herold Advisors first reported a position in AVDR US LargeCap Leading ETF in Q4 2021 and held it in 3 quarters.
Herold Advisors's AVDR US LargeCap Leading ETF position peaked at $1.04M in Q4 2021.
1 fund tracked by Wall St. Rank held AVDR US LargeCap Leading ETF as of Q3 2022.

Based on Herold Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.