Brighton Jones LLC’s Avantis All Equity Markets ETF AVGE Stock Holding History

Brighton Jones LLC’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
2023 Q2	–	Sell	-5,014	Closed	-$290K	–	548
2023 Q1	$290K	Buy	5,014 +267	+6%	+$15.5K	0.02%	392
2022 Q4	$264K	Buy	+4,747	New	+$261K	0.02%	367

Other funds holding AVGE

IFS

Intelligent Financial Strategies Excelsior, Minnesota $208M AUM 14.68% 1-Year Est. Return

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

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

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WCA

Waypoint Capital Advisors Minneapolis, Minnesota $470M AUM 32.8% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

VWA

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

Brighton Jones LLC's AVGE Position: Q2 2023 in Review

Brighton Jones LLC sold out of Avantis All Equity Markets ETF (AVGE) in Q2 2023, closing a stake of 5,014 shares — an estimated $290K sold.

Brighton Jones LLC first reported a position in AVGE in Q4 2022 and held it in 2 quarters. The position peaked at $290K in Q1 2023. 34 funds tracked by Wall St. Rank hold AVGE as of Q2 2023.

Brighton Jones LLC reported no remaining Avantis All Equity Markets ETF position as of Q2 2023 after selling out during the quarter.
Brighton Jones LLC sold 5,014 Avantis All Equity Markets ETF shares in Q2 2023, an estimated $290K.
Brighton Jones LLC first reported a position in Avantis All Equity Markets ETF in Q4 2022 and held it in 2 quarters.
Brighton Jones LLC's Avantis All Equity Markets ETF position peaked at $290K in Q1 2023.
34 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2023.

Based on Brighton Jones LLC's 13F filing for Q2 2023, filed 31 Jul 2023.