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Tandem Wealth Advisors’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Tandem Wealth Advisors’s Portfolio AVDV Stock Details AVDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-137
Closed -$8.56K – 50
2023
Q4 		$8.56K Buy
+137
New +$7.98K ﹤0.01% 63

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Tandem Wealth Advisors's AVDV Position: Q1 2024 in Review

Tandem Wealth Advisors sold out of Avantis International Small Cap Value ETF (AVDV) in Q1 2024, closing a stake of 137 shares — an estimated $8.56K sold.

Tandem Wealth Advisors first reported a position in AVDV in Q4 2023 and held it in 1 quarter. The position peaked at $8.56K in Q4 2023. 333 funds tracked by Wall St. Rank hold AVDV as of Q1 2024.

  • Tandem Wealth Advisors reported no remaining Avantis International Small Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Tandem Wealth Advisors sold 137 Avantis International Small Cap Value ETF shares in Q1 2024, an estimated $8.56K.
  • Tandem Wealth Advisors first reported a position in Avantis International Small Cap Value ETF in Q4 2023 and held it in 1 quarter.
  • Tandem Wealth Advisors's Avantis International Small Cap Value ETF position peaked at $8.56K in Q4 2023.
  • 333 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2024.

Based on Tandem Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.