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Rockbridge Investment Management’s Avantis International Equity ETF AVDE Stock Holding History

Rockbridge Investment Management’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
2022
Q3 		– Sell
-151
Closed -$7.7K – 137
2022
Q2 		$7.7K Hold
151
– – ﹤0.01% 401
2022
Q1 		$9.19K Hold
151
– – ﹤0.01% 527
2021
Q4 		$10K Buy
+151
New +$9.6K ﹤0.01% 560

Other funds holding AVDE

WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
WWP
Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Rockbridge Investment Management's AVDE Position: Q3 2022 in Review

Rockbridge Investment Management sold out of Avantis International Equity ETF (AVDE) in Q3 2022, closing a stake of 151 shares — an estimated $7.7K sold.

Rockbridge Investment Management first reported a position in AVDE in Q4 2021 and held it in 3 quarters. The position peaked at $10K in Q4 2021. 156 funds tracked by Wall St. Rank hold AVDE as of Q3 2022.

  • Rockbridge Investment Management reported no remaining Avantis International Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 151 Avantis International Equity ETF shares in Q3 2022, an estimated $7.7K.
  • Rockbridge Investment Management first reported a position in Avantis International Equity ETF in Q4 2021 and held it in 3 quarters.
  • Rockbridge Investment Management's Avantis International Equity ETF position peaked at $10K in Q4 2021.
  • 156 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2022.

Based on Rockbridge Investment Management's 13F filing for Q3 2022, filed 28 May 2024.