PWA
PCG Wealth Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,341
| Closed | -$743K | – | 92 |
|
|
2025
Q1 | $743K | Buy |
12,341
+356
| +3% | +$21.4K | 0.26% | 77 |
|
|
2024
Q4 | $705K | Buy |
11,985
+285
| +2% | +$16.8K | 0.26% | 77 |
|
|
2024
Q3 | $756K | Buy |
11,700
+84
| +0.7% | +$5.43K | 0.29% | 70 |
|
|
2024
Q2 | $710K | Buy |
11,616
+257
| +2% | +$15.7K | 0.31% | 66 |
|
|
2024
Q1 | $658K | Sell |
11,359
-1,155
| -9% | -$66.9K | 0.31% | 60 |
|
|
2023
Q4 | $706K | Sell |
12,514
-5,571
| -31% | -$314K | 0.39% | 53 |
|
|
2023
Q3 | $955K | Sell |
18,085
-3,680
| -17% | -$194K | 0.63% | 40 |
|
|
2023
Q2 | $1.17M | Buy |
21,765
+646
| +3% | +$34.8K | 0.73% | 38 |
|
|
2023
Q1 | $1.12M | Buy |
21,119
+3,304
| +19% | +$175K | 0.71% | 37 |
|
|
2022
Q4 | $899K | Sell |
17,815
-18,401
| -51% | -$928K | 0.57% | 42 |
|
|
2022
Q3 | $1.66M | Buy |
36,216
+18,090
| +100% | +$828K | 0.59% | 42 |
|
|
2022
Q2 | $943K | Buy |
+18,126
| New | +$943K | 0.67% | 35 |
|