V Wealth Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

V Wealth Advisors’s Portfolio AVEM Stock Details AVEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-69,852	Closed	-$3.76M	–	131
2023 Q2	$3.76M	Buy	69,852 +5,997	+9%	+$319K	0.63%	29
2023 Q1	$3.38M	Sell	63,855 -7,170	-10%	-$381K	0.63%	28
2022 Q4	$3.58M	Buy	71,025 +2,796	+4%	+$137K	0.74%	26
2022 Q3	$3.13M	Buy	68,229 +8,022	+13%	+$408K	0.63%	25
2022 Q2	$3.13M	Buy	60,207 +8,348	+16%	+$462K	0.59%	28
2022 Q1	$3.07M	Buy	51,859 +6,348	+14%	+$389K	0.49%	33
2021 Q4	$2.88M	Buy	45,511 +6,904	+18%	+$445K	0.42%	44
2021 Q3	$2.49M	Buy	38,607 +4,116	+12%	+$273K	0.39%	54
2021 Q2	$2.39M	Buy	34,491 +27,439	+389%	+$1.87M	0.38%	58
2021 Q1	$463K	Buy	+7,052	New	+$466K	0.09%	262

Other funds holding AVEM

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

V Wealth Advisors sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q3 2023, closing a stake of 69,852 shares — an estimated $3.76M sold.

V Wealth Advisors first reported a position in AVEM in Q1 2021 and held it in 10 quarters. The position peaked at $3.76M in Q2 2023. 293 funds tracked by Wall St. Rank hold AVEM as of Q3 2023.

V Wealth Advisors reported no remaining Avantis Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 69,852 Avantis Emerging Markets Equity ETF shares in Q3 2023, an estimated $3.76M.
V Wealth Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q1 2021 and held it in 10 quarters.
V Wealth Advisors's Avantis Emerging Markets Equity ETF position peaked at $3.76M in Q2 2023.
293 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2023.

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