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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Prosperity Planning's AVDE Position: Q2 2026 in Review

Prosperity Planning increased its Avantis International Equity ETF (AVDE) stake by 1.8% in Q2 2026, buying an estimated $44.9K and bringing the position to 28,436 shares worth $2.54M. The position accounts for 0.58% of the portfolio, ranked #36.

Prosperity Planning first reported a position in AVDE in Q3 2021 and has held it in 20 quarters since. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Prosperity Planning held 28,436 shares of Avantis International Equity ETF worth $2.54M as of Q2 2026.
Prosperity Planning bought 501 Avantis International Equity ETF shares in Q2 2026, an estimated $44.9K.
Avantis International Equity ETF made up 0.58% of Prosperity Planning's portfolio in Q2 2026, its #36 holding.
Prosperity Planning first reported a position in Avantis International Equity ETF in Q3 2021 and has held it in 20 quarters since.
724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.