Beaird Harris 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 | $56K | Buy |
723
+2
| +0.3% | +$155 | ﹤0.01% | 237 |
|
|
2025
Q1 | $51.4K | Buy |
721
+370
| +105% | +$26.4K | ﹤0.01% | 219 |
|
|
2024
Q4 | $25.4K | Sell |
351
-36
| -9% | -$2.61K | ﹤0.01% | 294 |
|
|
2024
Q3 | $28.6K | Sell |
387
-215
| -36% | -$15.9K | ﹤0.01% | 271 |
|
|
2024
Q2 | $41.7K | Buy |
602
+190
| +46% | +$13.2K | ﹤0.01% | 236 |
|
|
2024
Q1 | $28.8K | Buy |
412
+163
| +65% | +$11.4K | ﹤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 |
|