SWM
Seed Wealth Management’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 | $1.77M | Buy |
22,341
+1,781
| +9% | +$141K | 1.32% | 20 |
|
|
2025
Q1 | $1.43M | Buy |
20,560
+800
| +4% | +$55.8K | 1.17% | 19 |
|
|
2024
Q4 | $1.29M | Hold |
19,760
| – | – | 1.04% | 22 |
|
|
2024
Q3 | $1.4M | Hold |
19,760
| – | – | 1.12% | 21 |
|
|
2024
Q2 | $1.28M | Buy |
19,760
+1,500
| +8% | +$97.4K | 1.12% | 21 |
|
|
2024
Q1 | $1.2M | Hold |
18,260
| – | – | 1.14% | 22 |
|
|
2023
Q4 | $1.13M | Hold |
18,260
| – | – | 1.14% | 23 |
|
|
2023
Q3 | $1.06M | Hold |
18,260
| – | – | 1.19% | 23 |
|
|
2023
Q2 | $1.05M | Hold |
18,260
| – | – | 1.11% | 24 |
|
|
2023
Q1 | $1.07M | Sell |
18,260
-200
| -1% | -$11.7K | 1.21% | 21 |
|
|
2022
Q4 | $1.02M | Buy |
+18,460
| New | +$1.02M | 1.17% | 20 |
|