HA
AVDV icon

Herold Advisors’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Herold Advisors’s Portfolio AVDV Stock Details AVDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,505
Closed -$94.2K – 221
2022
Q1 		$94.2K Buy
+1,505
New +$94.6K 0.03% 277
2021
Q4 		– Sell
-205
Closed -$13K – 229
2021
Q3 		$13K Buy
+205
New +$13.4K 0.01% 566

Other funds holding AVDV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return

Herold Advisors's AVDV Position: Q2 2022 in Review

Herold Advisors sold out of Avantis International Small Cap Value ETF (AVDV) in Q2 2022, closing a stake of 1,505 shares — an estimated $94.2K sold.

Herold Advisors first reported a position in AVDV in Q3 2021 and held it in 2 quarters. The position peaked at $94.2K in Q1 2022. 149 funds tracked by Wall St. Rank hold AVDV as of Q2 2022.

  • Herold Advisors reported no remaining Avantis International Small Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 1,505 Avantis International Small Cap Value ETF shares in Q2 2022, an estimated $94.2K.
  • Herold Advisors first reported a position in Avantis International Small Cap Value ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Avantis International Small Cap Value ETF position peaked at $94.2K in Q1 2022.
  • 149 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2022.

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