JWM
Janiczek Wealth Management’s Avantis International Equity ETF AVDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $40M | Buy |
642,399
+184,747
| +40% | +$11.5M | 8.38% | 2 |
|
|
2024
Q1 | $29.2M | Buy |
457,652
+21,526
| +5% | +$1.37M | 6.21% | 5 |
|
|
2023
Q4 | $26.4M | Sell |
436,126
-4,565
| -1% | -$276K | 6.36% | 4 |
|
|
2023
Q3 | $24.5M | Buy |
440,691
+7,544
| +2% | +$420K | 6.46% | 4 |
|
|
2023
Q2 | $24.9M | Buy |
433,147
+2,177
| +0.5% | +$125K | 6.84% | 4 |
|
|
2023
Q1 | $25.2M | Buy |
430,970
+223,623
| +108% | +$13.1M | 7.15% | 4 |
|
|
2022
Q4 | $11.7M | Buy |
207,347
+6,976
| +3% | +$394K | 3.3% | 11 |
|
|
2022
Q3 | $9.27M | Buy |
200,371
+4,878
| +2% | +$226K | 3.02% | 11 |
|
|
2022
Q2 | $10.5M | Sell |
195,493
-4,754
| -2% | -$254K | 3.11% | 11 |
|
|
2022
Q1 | $12.1M | Buy |
+200,247
| New | +$12.1M | 3.34% | 11 |
|