SWA
Sax Wealth Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
17,223
-81
| -0.5% | -$5.55K | 0.07% | 155 |
|
|
2025
Q1 | $1.04M | Sell |
17,304
-497
| -3% | -$29.9K | 0.07% | 136 |
|
|
2024
Q4 | $1.05M | Buy |
+17,801
| New | +$1.05M | 0.08% | 117 |
|
|
2024
Q3 | – | Sell |
-18,602
| Closed | -$1.14M | – | 296 |
|
|
2024
Q2 | $1.14M | Buy |
+18,602
| New | +$1.14M | 0.11% | 82 |
|
|
2024
Q1 | – | Sell |
-22,415
| Closed | -$1.26M | – | 198 |
|
|
2023
Q4 | $1.26M | Sell |
22,415
-1,707
| -7% | -$96.3K | 0.21% | 61 |
|
|
2023
Q3 | $1.27M | Sell |
24,122
-590
| -2% | -$31.1K | 0.25% | 58 |
|
|
2023
Q2 | $1.33M | Buy |
24,712
+598
| +2% | +$32.2K | 0.27% | 54 |
|
|
2023
Q1 | $1.28M | Buy |
24,114
+1,256
| +5% | +$66.4K | 0.28% | 55 |
|
|
2022
Q4 | $1.15M | Buy |
22,858
+1,603
| +8% | +$80.9K | 0.27% | 57 |
|
|
2022
Q3 | $976K | Buy |
21,255
+8,656
| +69% | +$397K | 0.25% | 61 |
|
|
2022
Q2 | $656K | Buy |
+12,599
| New | +$656K | 0.17% | 82 |
|