SWM
AVDE icon

Soundmark Wealth Management’s Avantis International Equity ETF AVDE Stock Holding History

Soundmark Wealth Management’s Portfolio AVDE Stock Details AVDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,358
Closed -$469K – 3
2024
Q1 		$469K Hold
7,358
– – 0.21% 49
2023
Q4 		$445K Buy
+7,358
New +$417K 0.22% 49

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