Stone Summit Wealth’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Buy |
34,371
+935
| +3% | +$64.1K | 0.73% | 48 |
|
|
2025
Q1 | $2.01M | Buy |
33,436
+1,316
| +4% | +$79.2K | 0.68% | 53 |
|
|
2024
Q4 | $1.89M | Buy |
32,120
+1,038
| +3% | +$61K | 0.63% | 51 |
|
|
2024
Q3 | $2.01M | Buy |
+31,082
| New | +$2.01M | 0.65% | 52 |
|
|
2024
Q2 | – | Sell |
-27,795
| Closed | -$1.61M | – | 139 |
|
|
2024
Q1 | $1.61M | Buy |
27,795
+2,415
| +10% | +$140K | 0.56% | 59 |
|
|
2023
Q4 | $1.43M | Buy |
25,380
+2,055
| +9% | +$116K | 0.55% | 60 |
|
|
2023
Q3 | $1.23M | Buy |
23,325
+2,819
| +14% | +$149K | 0.53% | 66 |
|
|
2023
Q2 | $1.1M | Buy |
20,506
+3,761
| +22% | +$202K | 0.46% | 65 |
|
|
2023
Q1 | $886K | Buy |
16,745
+3,269
| +24% | +$173K | 0.39% | 71 |
|
|
2022
Q4 | $680K | Buy |
13,476
+1,466
| +12% | +$74K | 0.33% | 78 |
|
|
2022
Q3 | $552K | Sell |
12,010
-379
| -3% | -$17.4K | 0.34% | 78 |
|
|
2022
Q2 | $645K | Buy |
12,389
+2,912
| +31% | +$152K | 0.39% | 67 |
|
|
2022
Q1 | $575K | Buy |
9,477
+856
| +10% | +$51.9K | 0.32% | 77 |
|
|
2021
Q4 | $547K | Buy |
+8,621
| New | +$547K | 0.44% | 68 |
|