Prosperity Planning’s Avantis International Equity ETF AVDE Stock Holding History

Prosperity Planning’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 Q3	$2.66M	Buy	29,547 +1,111	+4%	+$102K	0.59%	35
2026 Q2	$2.54M	Buy	28,436 +501	+2%	+$44.9K	0.58%	36
2026 Q1	$2.37M	Buy	27,935 +1,243	+5%	+$108K	0.6%	37
2025 Q4	$2.2M	Buy	26,692 +1,356	+5%	+$109K	0.57%	39
2025 Q3	$2M	Buy	25,336 +999	+4%	+$76.1K	0.54%	41
2025 Q2	$1.8M	Buy	24,337 +1,296	+6%	+$90.6K	0.52%	40
2025 Q1	$1.53M	Buy	23,041 +1,490	+7%	+$96.9K	0.48%	43
2024 Q4	$1.32M	Buy	21,551 +3,571	+20%	+$229K	0.42%	45
2024 Q3	$1.21M	Buy	17,980 +3,678	+26%	+$236K	0.38%	48
2024 Q2	$890K	Buy	14,302 +1,358	+10%	+$86.2K	0.3%	55
2024 Q1	$825K	Buy	12,944 +406	+3%	+$24.7K	0.29%	55
2023 Q4	$758K	Buy	12,538 +1,324	+12%	+$75K	0.28%	56
2023 Q3	$624K	Buy	11,214 +37	+0.3%	+$2.13K	0.26%	58
2023 Q2	$642K	Buy	11,177 +583	+6%	+$33.7K	0.26%	60
2023 Q1	$604K	Sell	10,594 -1,698	-14%	-$95.7K	0.26%	61
2022 Q4	$505K	Hold	12,292	–	–	0.25%	56
2022 Q3	$561K	Buy	12,292 +4,170	+51%	+$212K	0.29%	55
2022 Q2	$540K	Hold	8,122	–	–	0.28%	55
2022 Q1	$578K	Hold	8,122	–	–	0.28%	52
2021 Q4	$515K	Buy	8,122 +3,585	+79%	+$228K	0.26%	53
2021 Q3	$284K	Buy	+4,537	New	+$290K	0.15%	65

Other funds holding AVDE

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

Prosperity Planning's AVDE Position: Q3 2026 in Review

Prosperity Planning increased its Avantis International Equity ETF (AVDE) stake by 3.9% in Q3 2026, buying an estimated $102K and bringing the position to 29,547 shares worth $2.66M. The position accounts for 0.59% of the portfolio, ranked #35.

Prosperity Planning first reported a position in AVDE in Q3 2021 and has held it in 21 quarters since. 90 funds tracked by Wall St. Rank hold AVDE as of Q3 2026.

Prosperity Planning held 29,547 shares of Avantis International Equity ETF worth $2.66M as of Q3 2026.
Prosperity Planning bought 1,111 Avantis International Equity ETF shares in Q3 2026, an estimated $102K.
Avantis International Equity ETF made up 0.59% of Prosperity Planning's portfolio in Q3 2026, its #35 holding.
Prosperity Planning first reported a position in Avantis International Equity ETF in Q3 2021 and has held it in 21 quarters since.
90 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.