Beaird Harris Wealth Management’s Avantis All Equity Markets ETF AVGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $172K | Buy |
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|
2025
Q2 | $56K | Buy |
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|
2025
Q1 | $51.4K | Buy |
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|
2024
Q4 | $25.4K | Sell |
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|
2024
Q3 | $28.6K | Sell |
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|
2024
Q2 | $41.7K | Buy |
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|
2024
Q1 | $28.8K | Buy |
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|
2023
Q4 | $16.1K | Hold |
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|
2023
Q3 | $14.6K | Hold |
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|
2023
Q2 | $14.9K | Hold |
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|
2023
Q1 | $14.4K | Buy |
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