Meredith Wealth Planning’s Avantis Emerging Markets Value ETF AVES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Buy |
271,441
+35,187
| +15% | +$1.88M | 5.28% | 6 |
|
|
2025
Q1 | $11.1M | Buy |
236,254
+6,810
| +3% | +$321K | 4.91% | 7 |
|
|
2024
Q4 | $10.6M | Buy |
229,444
+11,863
| +5% | +$548K | 4.72% | 6 |
|
|
2024
Q3 | $11.3M | Buy |
217,581
+4,379
| +2% | +$228K | 5.41% | 6 |
|
|
2024
Q2 | $10.4M | Buy |
213,202
+2,844
| +1% | +$139K | 5.45% | 6 |
|
|
2024
Q1 | $9.97M | Buy |
210,358
+6,963
| +3% | +$330K | 5.56% | 6 |
|
|
2023
Q4 | $9.35M | Sell |
203,395
-33,919
| -14% | -$1.56M | 5.81% | 6 |
|
|
2023
Q3 | $10.3M | Buy |
237,314
+16,935
| +8% | +$736K | 7.66% | 4 |
|
|
2023
Q2 | $9.62M | Buy |
220,379
+8,803
| +4% | +$384K | 7.83% | 4 |
|
|
2023
Q1 | $9.03M | Buy |
211,576
+23,977
| +13% | +$1.02M | 7.27% | 5 |
|
|
2022
Q4 | $7.69M | Buy |
+187,599
| New | +$7.69M | 6.62% | 5 |
|