ShankerValleau Wealth Advisors’s Avantis International Equity ETF AVDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.77M | Sell |
91,459
-3,711
| -4% | -$275K | 1.93% | 12 |
|
|
2025
Q1 | $6.31M | Sell |
95,170
-3,034
| -3% | -$201K | 2.05% | 12 |
|
|
2024
Q4 | $6.03M | Buy |
98,204
+4,334
| +5% | +$266K | 1.94% | 13 |
|
|
2024
Q3 | $6.29M | Buy |
93,870
+1,299
| +1% | +$87.1K | 2.14% | 10 |
|
|
2024
Q2 | $5.76M | Sell |
92,571
-340
| -0.4% | -$21.2K | 2.47% | 10 |
|
|
2024
Q1 | $5.92M | Buy |
92,911
+1,481
| +2% | +$94.4K | 2.73% | 10 |
|
|
2023
Q4 | $5.53M | Buy |
91,430
+1,185
| +1% | +$71.6K | 2.81% | 10 |
|
|
2023
Q3 | $5.02M | Buy |
90,245
+3,112
| +4% | +$173K | 2.82% | 10 |
|
|
2023
Q2 | $5M | Buy |
87,133
+190
| +0.2% | +$10.9K | 2.75% | 10 |
|
|
2023
Q1 | $4.96M | Sell |
86,943
-1,742
| -2% | -$99.3K | 2.88% | 10 |
|
|
2022
Q4 | $4.72M | Sell |
88,685
-5,085
| -5% | -$270K | 2.92% | 10 |
|
|
2022
Q3 | $4.28M | Buy |
93,770
+5,263
| +6% | +$240K | 2.9% | 10 |
|
|
2022
Q2 | $4.51M | Sell |
88,507
-1,905
| -2% | -$97.1K | 2.93% | 9 |
|
|
2022
Q1 | $5.46M | Buy |
90,412
+3,996
| +5% | +$241K | 3.27% | 8 |
|
|
2021
Q4 | $5.48M | Buy |
+86,416
| New | +$5.48M | 3.15% | 8 |
|