Meredith Wealth Planning AVES Holdings History
Meredith Wealth Planning's Avantis Emerging Markets Value ETF Holding Summary
As of 2025-06-30, Meredith Wealth Planning held 271,441.00 shares of Avantis Emerging Markets Value ETF(AVES), totaling $14.53 Mil. This investment constitutes 5.28% of their stock portfolio, and Meredith Wealth Planning now holds 1.98% of the outstanding Avantis Emerging Markets Value ETF(AVES) stock.
The initial trade took place in 2022Q4. And since then Meredith Wealth Planning has made 9 purchases of AVES, at an average price of $42.65, for a total of 305,360.00 shares. In addition, there have been 1 sales at an average price of $44.03 for 33,919.00 shares. Based on historical transaction data and AVES's current price of $54.79, Meredith Wealth Planning's estimated gain on his AVES holdings is $3.34 Mil, reflecting a 25.67% gain to date.
Meredith Wealth Planning AVES ($54.79) Holding Chart
Meredith Wealth Planning AVES ($54.79) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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