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

Frankly Finances Winter Park, Florida $127M AUM

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return