Porter White Investment Advisors, Inc. AVDV Holdings History
Porter White Investment Advisors, Inc.'s Avantis International Small Cap Value ETF Holding Summary
As of 2025-06-30, Porter White Investment Advisors, Inc. held 100,731.00 shares of Avantis International Small Cap Value ETF(AVDV), totaling $7.99 Mil. This investment constitutes 3.72% of their stock portfolio, and Porter White Investment Advisors, Inc. now holds 0.08% of the outstanding Avantis International Small Cap Value ETF(AVDV) stock.
The initial trade took place in 2023Q2. And since then Porter White Investment Advisors, Inc. has made 4 purchases of AVDV, at an average price of $60.36, for a total of 103,573.00 shares. In addition, there have been 1 sales at an average price of $73.90 for 2,842.00 shares. Based on historical transaction data and AVDV's current price of $80.85, Porter White Investment Advisors, Inc.'s estimated gain on his AVDV holdings is $2.10 Mil, reflecting a 33.62% gain to date.
Porter White Investment Advisors, Inc. AVDV ($80.85) Holding Chart
Porter White Investment Advisors, Inc. AVDV ($80.85) 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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