Root Financial Partners’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,834
Closed -$240K 97
2023
Q4
$240K Sell
3,834
-89
-2% -$5.56K 0.09% 70
2023
Q3
$227K Hold
3,923
0.12% 62
2023
Q2
$226K Sell
3,923
-1,799
-31% -$104K 0.13% 59
2023
Q1
$335K Buy
+5,722
New +$335K 0.24% 49