Life Planning Partners’s Avantis International Equity ETF AVDE Stock Holding History

Life Planning Partners’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	$1.36M	Sell	15,250 -7,015	-32%	-$629K	1.01%	23
2026 Q1	$1.89M	Buy	22,265 +1,974	+10%	+$172K	1.44%	20
2025 Q4	$1.67M	Sell	20,291 -334	-2%	-$26.8K	1.28%	20
2025 Q3	$1.63M	Buy	20,625 +1,729	+9%	+$132K	1.19%	22
2025 Q2	$1.4M	Buy	18,896 +2,466	+15%	+$172K	1.11%	23
2025 Q1	$1.09M	Buy	16,430 +1,249	+8%	+$81.2K	0.99%	27
2024 Q4	$932K	Buy	15,181 +585	+4%	+$37.4K	0.86%	28
2024 Q3	$978K	Buy	14,596 +4,611	+46%	+$296K	0.87%	25
2024 Q2	$622K	Buy	9,985 +161	+2%	+$10.2K	0.56%	37
2024 Q1	$626K	Buy	9,824 +489	+5%	+$29.8K	0.62%	34
2023 Q4	$564K	Buy	+9,335	New	+$529K	0.56%	35
2022 Q3	$426K	Hold	9,335	–	–	0.49%	38
2022 Q2	$477K	Hold	9,335	–	–	0.54%	35
2022 Q1	$563K	Hold	9,335	–	–	0.57%	33
2021 Q4	$592K	Buy	+9,335	New	+$593K	0.6%	34

Other funds holding AVDE

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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

Life Planning Partners's AVDE Position: Q2 2026 in Review

Life Planning Partners reduced its Avantis International Equity ETF (AVDE) stake by 32% in Q2 2026, selling an estimated $629K and leaving 15,250 shares worth $1.36M. The position accounts for 1.01% of the portfolio, ranked #23.

Life Planning Partners first reported a position in AVDE in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.89M in Q1 2026. 454 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Life Planning Partners held 15,250 shares of Avantis International Equity ETF worth $1.36M as of Q2 2026.
Life Planning Partners sold 7,015 Avantis International Equity ETF shares in Q2 2026, an estimated $629K.
Avantis International Equity ETF made up 1.01% of Life Planning Partners's portfolio in Q2 2026, its #23 holding.
Life Planning Partners first reported a position in Avantis International Equity ETF in Q4 2021 and has held it in 15 quarters since.
Life Planning Partners's Avantis International Equity ETF position peaked at $1.89M in Q1 2026.
454 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

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