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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,087
Closed -$223K 66
2024
Q4
$223K Buy
3,087
+24
+0.8% +$1.74K 0.05% 63
2024
Q3
$226K Hold
3,063
0.05% 63
2024
Q2
$212K Buy
3,063
+7
+0.2% +$485 0.06% 61
2024
Q1
$213K Buy
+3,056
New +$213K 0.16% 33