LWM
LJI Wealth Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
3,909
+131
| +3% | +$10.4K | 0.05% | 139 |
|
|
2025
Q1 | $263K | Buy |
3,778
+296
| +9% | +$20.6K | 0.05% | 147 |
|
|
2024
Q4 | $227K | Buy |
3,482
+19
| +0.5% | +$1.24K | 0.04% | 159 |
|
|
2024
Q3 | $245K | Buy |
+3,463
| New | +$245K | 0.05% | 166 |
|
|
2023
Q3 | – | Sell |
-40,925
| Closed | -$40.9K | – | 162 |
|
|
2023
Q2 | $40.9K | Buy |
+40,925
| New | +$40.9K | 0.01% | 176 |
|