Valued Wealth Advisors LLC AVDV Holdings History
Valued Wealth Advisors LLC's Avantis International Small Cap Value ETF Holding Summary
As of 2025-03-31, Valued Wealth Advisors LLC held 156,821.00 shares of Avantis International Small Cap Value ETF(AVDV), totaling $10.94 Mil. This investment constitutes 6.56% of their stock portfolio, and Valued Wealth Advisors LLC now holds 0.14% of the outstanding Avantis International Small Cap Value ETF(AVDV) stock.
The initial trade took place in 2023Q4. And since then Valued Wealth Advisors LLC has made 4 purchases of AVDV, at an average price of $59.98, for a total of 161,219.00 shares. In addition, there have been 1 sales at an average price of $67.28 for 4,398.00 shares. Based on historical transaction data and AVDV's current price of $80.19, Valued Wealth Advisors LLC's estimated gain on his AVDV holdings is $3.20 Mil, reflecting a 33.11% gain to date.
Valued Wealth Advisors LLC AVDV ($80.19) Holding Chart
Valued Wealth Advisors LLC AVDV ($80.19) 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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