Austin 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
Q2 | $3.07M | Buy |
39,144
+8,831
| +29% | +$693K | 0.55% | 37 |
|
|
2025
Q1 | $2.13M | Buy |
30,313
+7,582
| +33% | +$533K | 0.43% | 41 |
|
|
2024
Q4 | $1.68M | Buy |
22,731
+10,503
| +86% | +$778K | 0.35% | 47 |
|
|
2024
Q3 | $895K | Buy |
12,228
+4,197
| +52% | +$307K | 0.2% | 60 |
|
|
2024
Q2 | $571K | Hold |
8,031
| – | – | 0.13% | 72 |
|
|
2024
Q1 | $562K | Buy |
+8,031
| New | +$562K | 0.14% | 71 |
|