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WealthShield Partners’s Avantis International Equity ETF AVDE Stock Holding History

WealthShield Partners’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
2026
Q1 		$144K Hold
1,700
– – 0.02% 376
2025
Q4 		$140K Hold
1,700
– – 0.02% 367
2025
Q3 		$134K Hold
1,700
– – 0.02% 369
2025
Q2 		$126K Hold
1,700
– – 0.02% 357
2025
Q1 		$113K Buy
1,700
+300
+21% +$19.5K 0.01% 360
2024
Q4 		$85.9K Sell
1,400
-1,000
-42% -$64K 0.01% 354
2024
Q3 		$161K Hold
2,400
– – 0.02% 312
2024
Q2 		$149K Hold
2,400
– – 0.02% 299
2024
Q1 		$153K Hold
2,400
– – 0.02% 289
2023
Q4 		$145K Buy
2,400
+2,000
+500% +$113K 0.02% 294
2023
Q3 		$22.3K Hold
400
– – ﹤0.01% 409
2023
Q2 		$23K Sell
400
-3,700
-90% -$214K ﹤0.01% 414
2023
Q1 		$234K Buy
+4,100
New +$231K 0.04% 277

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Bank of America
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Morgan Stanley
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Northwestern Mutual Wealth Management
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MWM
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