Prosperity Planning, Inc. AVDV Holdings History
Number of Shares
182,237.00
Current Holdings Value*
$14.45 Mil
% of Portfolio
4.17%
Total Estimate Gain
$3.53 Mil
% of Total Estimate Gain
31.17%
Prosperity Planning, Inc.'s Avantis International Small Cap Value ETF Holding Summary
As of 2025-06-30, Prosperity Planning, Inc. held 182,237.00 shares of Avantis International Small Cap Value ETF(AVDV), totaling $14.45 Mil. This investment constitutes 4.17% of their stock portfolio, and Prosperity Planning, Inc. now holds 0.15% of the outstanding Avantis International Small Cap Value ETF(AVDV) stock.
The initial trade took place in 2021Q3. And since then Prosperity Planning, Inc. has made 13 purchases of AVDV, at an average price of $62.19, for a total of 182,237.00 shares. Based on historical transaction data and AVDV's current price of $81.57, Prosperity Planning, Inc.'s estimated gain on his AVDV holdings is $3.53 Mil, reflecting a 31.17% gain to date.
Prosperity Planning, Inc. AVDV ($81.57) Holding Chart
Prosperity Planning, Inc. AVDV ($81.57) 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 % |
Top Ranked Articles
- 1