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AVDE icon

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
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

RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return