Betterment LLC’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 | $1.92M | Sell |
24,772
-3,276
| -12% | -$254K | ﹤0.01% | 215 |
|
|
2025
Q1 | $2M | Buy |
28,048
+2,310
| +9% | +$164K | ﹤0.01% | 205 |
|
|
2024
Q4 | $1.86M | Buy |
25,738
+19,462
| +310% | +$1.41M | ﹤0.01% | 212 |
|
|
2024
Q3 | $464K | Buy |
6,276
+278
| +5% | +$20.6K | ﹤0.01% | 318 |
|
|
2024
Q2 | $416K | Buy |
+5,998
| New | +$416K | ﹤0.01% | 306 |
|