Stone Summit Wealth’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.54M	Sell	31,557 -1,093	-3%	-$90.8K	0.71%	45
2025 Q4	$2.51M	Sell	32,650 -773	-2%	-$59.2K	0.68%	46
2025 Q3	$2.51M	Sell	33,423 -948	-3%	-$67.7K	0.71%	46
2025 Q2	$2.36M	Buy	34,371 +935	+3%	+$58.9K	0.73%	48
2025 Q1	$2.01M	Buy	33,436 +1,316	+4%	+$79.1K	0.68%	53
2024 Q4	$1.89M	Buy	32,120 +1,038	+3%	+$64.6K	0.63%	51
2024 Q3	$2.01M	Buy	+31,082	New	+$1.9M	0.65%	52
2024 Q2	–	Sell	-27,795	Closed	-$1.61M	–	139
2024 Q1	$1.61M	Buy	27,795 +2,415	+10%	+$136K	0.56%	59
2023 Q4	$1.43M	Buy	25,380 +2,055	+9%	+$111K	0.55%	60
2023 Q3	$1.23M	Buy	23,325 +2,819	+14%	+$153K	0.53%	66
2023 Q2	$1.1M	Buy	20,506 +3,761	+22%	+$200K	0.46%	65
2023 Q1	$886K	Buy	16,745 +3,269	+24%	+$174K	0.39%	71
2022 Q4	$680K	Buy	13,476 +1,466	+12%	+$71.7K	0.33%	78
2022 Q3	$552K	Sell	12,010 -379	-3%	-$19.3K	0.34%	78
2022 Q2	$645K	Buy	12,389 +2,912	+31%	+$161K	0.39%	67
2022 Q1	$575K	Buy	9,477 +856	+10%	+$52.5K	0.32%	77
2021 Q4	$547K	Buy	+8,621	New	+$555K	0.44%	68