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V Wealth Advisors’s Avantis International Equity ETF AVDE Stock Holding History

V Wealth Advisors’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
2023
Q3 		– Sell
-195,614
Closed -$11.2M – 130
2023
Q2 		$11.2M Buy
195,614
+26,660
+16% +$1.54M 1.87% 10
2023
Q1 		$9.64M Buy
168,954
+19,814
+13% +$1.12M 1.81% 9
2022
Q4 		$7.93M Sell
149,140
-129
-0.1% -$6.57K 1.64% 10
2022
Q3 		$6.81M Buy
149,269
+19,946
+15% +$1.01M 1.36% 9
2022
Q2 		$6.59M Buy
129,323
+16,850
+15% +$946K 1.24% 11
2022
Q1 		$6.79M Buy
112,473
+14,850
+15% +$906K 1.09% 14
2021
Q4 		$6.19M Buy
97,623
+13,392
+16% +$851K 0.91% 18
2021
Q3 		$5.26M Buy
84,231
+11,025
+15% +$704K 0.81% 18
2021
Q2 		$4.61M Buy
73,206
+62,371
+576% +$3.97M 0.73% 21
2021
Q1 		$656K Buy
+10,835
New +$644K 0.12% 194

Other funds holding AVDE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WWP
Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

V Wealth Advisors's AVDE Position: Q3 2023 in Review

V Wealth Advisors sold out of Avantis International Equity ETF (AVDE) in Q3 2023, closing a stake of 195,614 shares — an estimated $11.2M sold.

V Wealth Advisors first reported a position in AVDE in Q1 2021 and held it in 10 quarters. The position peaked at $11.2M in Q2 2023. 242 funds tracked by Wall St. Rank hold AVDE as of Q3 2023.

  • V Wealth Advisors reported no remaining Avantis International Equity ETF position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 195,614 Avantis International Equity ETF shares in Q3 2023, an estimated $11.2M.
  • V Wealth Advisors first reported a position in Avantis International Equity ETF in Q1 2021 and held it in 10 quarters.
  • V Wealth Advisors's Avantis International Equity ETF position peaked at $11.2M in Q2 2023.
  • 242 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.