SHWM
Silicon Hills 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-47,535
| Closed | -$2.4M | – | 85 |
|
|
2022
Q4 | $2.4M | Sell |
47,535
-8,868
| -16% | -$447K | 1.78% | 15 |
|
|
2022
Q3 | $2.59M | Sell |
56,403
-1,264
| -2% | -$58.1K | 2.06% | 12 |
|
|
2022
Q2 | $3M | Buy |
57,667
+7,444
| +15% | +$387K | 2.2% | 12 |
|
|
2022
Q1 | $2.98M | Buy |
50,223
+8,054
| +19% | +$477K | 1.9% | 16 |
|
|
2021
Q4 | $2.67M | Buy |
42,169
+32,284
| +327% | +$2.04M | 1.65% | 17 |
|
|
2021
Q3 | $638K | Buy |
+9,885
| New | +$638K | 0.44% | 63 |
|