SWM
Selective 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 | $520K | Buy |
6,432
+186
| +3% | +$15K | 0.19% | 56 |
|
|
2025
Q1 | $422K | Sell |
6,246
-205
| -3% | -$13.9K | 0.18% | 61 |
|
|
2024
Q4 | $412K | Sell |
6,451
-60
| -0.9% | -$3.84K | 0.17% | 60 |
|
|
2024
Q3 | $451K | Hold |
6,511
| – | – | 0.19% | 62 |
|
|
2024
Q2 | $428K | Sell |
6,511
-67
| -1% | -$4.4K | 0.19% | 65 |
|
|
2024
Q1 | $432K | Buy |
6,578
+3,100
| +89% | +$204K | 0.19% | 65 |
|
|
2023
Q4 | $214K | Buy |
+3,478
| New | +$214K | 0.11% | 81 |
|
|
2022
Q4 | – | Sell |
-46
| Closed | -$2K | – | 167 |
|
|
2022
Q3 | $2K | Buy |
46
+40
| +667% | +$1.74K | ﹤0.01% | 658 |
|
|
2022
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 751 |
|
|
2022
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 720 |
|