SW
Schulz Wealth’s Avantis International Small Cap Value ETF AVDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.29M | Buy |
66,714
+8,600
| +15% | +$682K | 3.95% | 7 |
|
|
2025
Q1 | $4.05M | Buy |
58,114
+4,903
| +9% | +$342K | 3.09% | 10 |
|
|
2024
Q4 | $3.46M | Buy |
53,211
+2,301
| +5% | +$150K | 2.66% | 13 |
|
|
2024
Q3 | $3.6M | Sell |
50,910
-443
| -0.9% | -$31.3K | 2.78% | 11 |
|
|
2024
Q2 | $3.34M | Sell |
51,353
-1,520
| -3% | -$98.7K | 2.82% | 11 |
|
|
2024
Q1 | $3.48M | Buy |
52,873
+7,405
| +16% | +$488K | 2.98% | 10 |
|
|
2023
Q4 | $2.84M | Buy |
+45,468
| New | +$2.84M | 2.72% | 9 |
|