Morton Brown Family Wealth’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
$18.9M Buy
237,808
+21,564
+10% +$1.71M 5.74% 5
2025
Q1
$15.1M Buy
216,244
+14,746
+7% +$1.03M 5.13% 6
2024
Q4
$13.1M Buy
201,498
+31,692
+19% +$2.06M 4.57% 6
2024
Q3
$12M Buy
169,806
+107,342
+172% +$7.59M 4.26% 7
2024
Q2
$4.21M Buy
+62,464
New +$4.21M 1.66% 13