SWM
Seed Wealth Management’s Avantis Emerging Markets Value ETF AVES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Hold |
7,130
| – | – | 0.28% | 88 |
|
|
2025
Q1 | $336K | Buy |
7,130
+330
| +5% | +$15.6K | 0.27% | 91 |
|
|
2024
Q4 | $314K | Buy |
6,800
+800
| +13% | +$37K | 0.25% | 99 |
|
|
2024
Q3 | $313K | Hold |
6,000
| – | – | 0.25% | 100 |
|
|
2024
Q2 | $293K | Hold |
6,000
| – | – | 0.25% | 98 |
|
|
2024
Q1 | $285K | Hold |
6,000
| – | – | 0.27% | 97 |
|
|
2023
Q4 | $272K | Hold |
6,000
| – | – | 0.27% | 95 |
|
|
2023
Q3 | $261K | Hold |
6,000
| – | – | 0.29% | 94 |
|
|
2023
Q2 | $262K | Hold |
6,000
| – | – | 0.28% | 94 |
|
|
2023
Q1 | $256K | Sell |
6,000
-1,000
| -14% | -$42.7K | 0.29% | 91 |
|
|
2022
Q4 | $287K | Buy |
+7,000
| New | +$287K | 0.33% | 77 |
|