Perigon Wealth Management’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 | $7.48M | Buy |
139,653
+11,765
| +9% | +$630K | 0.17% | 122 |
|
|
2025
Q1 | $6.03M | Sell |
127,888
-12,007
| -9% | -$566K | 0.15% | 134 |
|
|
2024
Q4 | $6.36M | Buy |
139,895
+3,879
| +3% | +$176K | 0.16% | 131 |
|
|
2024
Q3 | $7.09M | Buy |
136,016
+9,707
| +8% | +$506K | 0.19% | 114 |
|
|
2024
Q2 | $6.16M | Buy |
126,309
+25,314
| +25% | +$1.23M | 0.18% | 119 |
|
|
2024
Q1 | $4.79M | Buy |
+100,995
| New | +$4.79M | 0.15% | 144 |
|