Summit Wealth Partners’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 | $4.82M | Buy |
70,307
+13,613
| +24% | +$933K | 0.92% | 27 |
|
|
2025
Q1 | $3.41M | Buy |
56,694
+11,552
| +26% | +$695K | 0.69% | 36 |
|
|
2024
Q4 | $2.65M | Buy |
45,142
+4,233
| +10% | +$249K | 0.55% | 41 |
|
|
2024
Q3 | $2.64M | Buy |
40,909
+7,617
| +23% | +$492K | 0.51% | 41 |
|
|
2024
Q2 | $2.03M | Buy |
33,292
+14,850
| +81% | +$907K | 0.42% | 46 |
|
|
2024
Q1 | $1.07M | Buy |
18,442
+13,904
| +306% | +$806K | 0.23% | 74 |
|
|
2023
Q4 | $256K | Buy |
+4,538
| New | +$256K | 0.06% | 181 |
|