M Wealth Management LLC’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$370K Hold
4,667
0.34% 30
2025
Q1
$325K Sell
4,667
-2,633
-36% -$184K 0.3% 33
2024
Q4
$475K Buy
+7,300
New +$475K 0.43% 28