MWM
AVDE icon

Modera Wealth Management’s Avantis International Equity ETF AVDE Stock Holding History

Modera Wealth Management’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
Q1 		$32M Sell
377,620
-8,345
-2% -$725K 0.38% 57
2025
Q4 		$31.8M Sell
385,965
-6,774
-2% -$543K 0.37% 59
2025
Q3 		$31M Sell
392,739
-10,132
-3% -$772K 0.36% 59
2025
Q2 		$29.8M Sell
402,871
-10,892
-3% -$762K 0.37% 60
2025
Q1 		$27.4M Buy
413,763
+31,213
+8% +$2.03M 0.37% 59
2024
Q4 		$23.5M Buy
+382,550
New +$24.5M 0.28% 74
2022
Q2 		– Sell
-7,815
Closed -$472K – 336
2022
Q1 		$472K Buy
7,815
+931
+14% +$56.8K 0.02% 215
2021
Q4 		$436K Buy
+6,884
New +$437K 0.02% 310

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MWM
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