Schwarz Dygos Wheeler Investment Advisors’s Avantis Emerging Markets Value ETF AVES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.25M | Buy |
135,443
+6,092
| +5% | +$326K | 1.65% | 11 |
|
|
2025
Q1 | $6.1M | Buy |
129,351
+3,583
| +3% | +$169K | 1.45% | 12 |
|
|
2024
Q4 | $5.81M | Buy |
125,768
+3,120
| +3% | +$144K | 1.43% | 15 |
|
|
2024
Q3 | $6.39M | Buy |
122,648
+26,020
| +27% | +$1.36M | 1.59% | 14 |
|
|
2024
Q2 | $4.71M | Buy |
96,628
+4,239
| +5% | +$207K | 1.26% | 19 |
|
|
2024
Q1 | $4.38M | Buy |
+92,389
| New | +$4.38M | 1.22% | 17 |
|