VWA
Valued Wealth Advisors’s Avantis International Small Cap Value ETF AVDV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.3M | Sell |
155,023
-1,798
| -1% | -$143K | 6.41% | 5 |
|
2025
Q1 | $10.9M | Buy |
156,821
+6,974
| +5% | +$486K | 6.56% | 5 |
|
2024
Q4 | $9.75M | Buy |
149,847
+9,891
| +7% | +$644K | 6.11% | 5 |
|
2024
Q3 | $9.89M | Sell |
139,956
-4,398
| -3% | -$311K | 6.41% | 5 |
|
2024
Q2 | $9.38M | Buy |
144,354
+3,442
| +2% | +$224K | 6.44% | 5 |
|
2024
Q1 | $9.28M | Buy |
140,912
+24,021
| +21% | +$1.58M | 6.57% | 5 |
|
2023
Q4 | $6.76M | Buy |
+116,891
| New | +$6.76M | 6.25% | 5 |
|