MWM
Modera Wealth Management’s Avantis International Equity ETF AVDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.8M | Sell |
402,871
-10,892
| -3% | -$806K | 0.37% | 60 |
|
|
2025
Q1 | $27.4M | Buy |
413,763
+31,213
| +8% | +$2.07M | 0.37% | 59 |
|
|
2024
Q4 | $23.5M | Buy |
+382,550
| New | +$23.5M | 0.28% | 74 |
|
|
2022
Q2 | – | Sell |
-7,815
| Closed | -$472K | – | 336 |
|
|
2022
Q1 | $472K | Buy |
7,815
+931
| +14% | +$56.2K | 0.02% | 215 |
|
|
2021
Q4 | $436K | Buy |
+6,884
| New | +$436K | 0.02% | 310 |
|