Arista Wealth Management’s Avantis All Equity Markets ETF AVGE Stock Holding History

Arista Wealth Management’s Portfolio AVGE Stock Details AVGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.09M	Buy	+10,998	New	+$1.06M	0.12%	100
2025 Q1	–	Sell	-3,087	Closed	-$223K	–	66
2024 Q4	$223K	Buy	3,087 +24	+0.8%	+$1.79K	0.05%	63
2024 Q3	$226K	Hold	3,063	–	–	0.05%	63
2024 Q2	$212K	Buy	3,063 +7	+0.2%	+$483	0.06%	61
2024 Q1	$213K	Buy	+3,056	New	+$202K	0.16%	33

Other funds holding AVGE

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return