Ownership history in WEST PACES ADVISORS INC. · 9 quarters on record
This page tracks every 13F SEC filing in which WEST PACES ADVISORS INC. reported a position in AVANTIS EMERGING MARKETS EQUITY ETF (AVEM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 405,298 | +2,461 | +0.6% | 6.04% | $31.2M | $76.97 |
| 2025 Q3 | ADDED | 402,837 | +14,679 | +3.8% | 6.02% | $30.3M | $73.91 |
| 2025 Q2 | REDUCED | 388,158 | -16,070 | -4.0% | 5.66% | $26.6M | $67.45 |
| 2025 Q1 | REDUCED | 404,228 | -50,865 | -11.2% | 5.54% | $24.3M | $58.57 |
| 2024 Q4 | ADDED | 455,093 | +416 | +0.1% | 6.53% | $26.8M | $57.23 |
| 2024 Q3 | ADDED | 454,677 | +14,764 | +3.4% | 7.19% | $29.4M | $61.56 |
| 2024 Q2 | ADDED | 439,913 | +19,340 | +4.6% | 7.01% | $26.9M | $58.22 |
| 2024 Q1 | ADDED | 420,573 | +24,241 | +6.1% | 6.42% | $24.4M | $54.72 |
| 2023 Q4 | INITIATED | 396,332 | — | — | 6.28% | $22.3M | — |
As of 2025 Q4 — sorted by position size