Physician Wealth Solutions’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Physician Wealth Solutions’s Portfolio AVDV Stock Details AVDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.86M	Buy	76,304 +3,450	+5%	+$367K	2.98%	14
2026 Q1	$7.28M	Buy	72,854 +8,193	+13%	+$836K	3.01%	14
2025 Q4	$6.08M	Buy	64,661 +62	+0.1%	+$5.63K	2.58%	15
2025 Q3	$5.75M	Buy	64,599 +31	+0%	+$2.61K	2.51%	15
2025 Q2	$5.12M	Sell	64,568 -2,273	-3%	-$168K	2.37%	16
2025 Q1	$4.66M	Sell	66,841 -736	-1%	-$50K	2.34%	14
2024 Q4	$4.4M	Buy	67,577 +1,631	+2%	+$110K	2.2%	14
2024 Q3	$4.42M	Buy	65,946 +3,771	+6%	+$254K	2.2%	14
2024 Q2	$4.04M	Buy	62,175 +4,084	+7%	+$270K	2.88%	12
2024 Q1	$3.83M	Buy	58,091 +4,826	+9%	+$301K	3.21%	12
2023 Q4	$3.33M	Buy	+53,265	New	+$3.1M	3.32%	11

Other funds holding AVDV

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Emprise Bank Wichita, Kansas $271M AUM 21.72% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return