Meredith Wealth Planning AVDV Holdings History
Meredith Wealth Planning's Avantis International Small Cap Value ETF Holding Summary
As of 2025-06-30, Meredith Wealth Planning held 330,653.00 shares of Avantis International Small Cap Value ETF(AVDV), totaling $26.21 Mil. This investment constitutes 9.52% of their stock portfolio, and Meredith Wealth Planning now holds 0.27% of the outstanding Avantis International Small Cap Value ETF(AVDV) stock.
The initial trade took place in 2022Q4. And since then Meredith Wealth Planning has made 10 purchases of AVDV, at an average price of $56.20, for a total of 361,707.00 shares. In addition, there have been 1 sales at an average price of $58.22 for 31,054.00 shares. Based on historical transaction data and AVDV's current price of $80.16, Meredith Wealth Planning's estimated gain on his AVDV holdings is $7.99 Mil, reflecting a 39.29% gain to date.
Meredith Wealth Planning AVDV ($80.16) Holding Chart
Meredith Wealth Planning AVDV ($80.16) 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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