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

Beaird Harris 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	$258K	Buy	2,604 +306	+13%	+$29.4K	0.02%	124
2026 Q1	$202K	Buy	2,298 +203	+10%	+$18.3K	0.01%	133
2025 Q4	$180K	Buy	2,095 +29	+1%	+$2.45K	0.01%	139
2025 Q3	$172K	Buy	2,066 +1,343	+186%	+$108K	0.01%	137
2025 Q2	$56K	Buy	723 +2	+0.3%	+$145	﹤0.01%	238
2025 Q1	$51.4K	Buy	721 +370	+105%	+$27.2K	﹤0.01%	220
2024 Q4	$25.4K	Sell	351 -36	-9%	-$2.68K	﹤0.01%	294
2024 Q3	$28.6K	Sell	387 -215	-36%	-$15.2K	﹤0.01%	271
2024 Q2	$41.7K	Buy	602 +190	+46%	+$13.1K	﹤0.01%	236
2024 Q1	$28.8K	Buy	412 +163	+65%	+$10.8K	﹤0.01%	246
2023 Q4	$16.1K	Hold	249	–	–	﹤0.01%	288
2023 Q3	$14.6K	Hold	249	–	–	﹤0.01%	250
2023 Q2	$14.9K	Hold	249	–	–	﹤0.01%	246
2023 Q1	$14.4K	Buy	+249	New	+$14.4K	﹤0.01%	246

Other funds holding AVGE

MWP

Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Beaird Harris Wealth Management's AVGE Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Avantis All Equity Markets ETF (AVGE) stake by 13% in Q2 2026, buying an estimated $29.4K and bringing the position to 2,604 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #124.

Beaird Harris Wealth Management first reported a position in AVGE in Q1 2023 and has held it in 14 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

Beaird Harris Wealth Management held 2,604 shares of Avantis All Equity Markets ETF worth $258K as of Q2 2026.
Beaird Harris Wealth Management bought 306 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $29.4K.
Avantis All Equity Markets ETF made up 0.02% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #124 holding.
Beaird Harris Wealth Management first reported a position in Avantis All Equity Markets ETF in Q1 2023 and has held it in 14 quarters since.
159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.