SWM
Seaside Wealth Management’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 | $1.86M | Buy |
27,166
+2,939
| +12% | +$201K | 0.59% | 15 |
|
|
2025
Q1 | $1.46M | Hold |
24,227
| – | – | 0.52% | 19 |
|
|
2024
Q4 | $1.42M | Buy |
24,227
+3,801
| +19% | +$223K | 0.52% | 18 |
|
|
2024
Q3 | $1.32M | Sell |
20,426
-794
| -4% | -$51.3K | 0.5% | 17 |
|
|
2024
Q2 | $1.3M | Buy |
21,220
+1,614
| +8% | +$98.6K | 0.54% | 17 |
|
|
2024
Q1 | $1.14M | Hold |
19,606
| – | – | 0.48% | 18 |
|
|
2023
Q4 | $1.11M | Buy |
19,606
+2,847
| +17% | +$161K | 0.51% | 17 |
|
|
2023
Q3 | $885K | Buy |
16,759
+1,439
| +9% | +$76K | 0.45% | 20 |
|
|
2023
Q2 | $824K | Sell |
15,320
-4,488
| -23% | -$242K | 0.43% | 21 |
|
|
2023
Q1 | $1.05M | Buy |
19,808
+418
| +2% | +$22.1K | 0.64% | 17 |
|
|
2022
Q4 | $978K | Sell |
19,390
-2,030
| -9% | -$102K | 0.65% | 17 |
|
|
2022
Q3 | $967K | Buy |
21,420
+14,484
| +209% | +$654K | 0.67% | 18 |
|
|
2022
Q2 | $360K | Buy |
+6,936
| New | +$360K | 0.27% | 29 |
|