CWA
Canvas Wealth Advisors’s Avantis All Equity Markets ETF AVGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Buy |
3,510
+364
| +12% | +$28.9K | 0.06% | 153 |
|
|
2025
Q1 | $215K | Buy |
+3,146
| New | +$215K | 0.06% | 167 |
|
|
2023
Q4 | – | Sell |
-4,297
| Closed | -$245K | – | 126 |
|
|
2023
Q3 | $245K | Buy |
4,297
+441
| +11% | +$25.2K | 0.1% | 108 |
|
|
2023
Q2 | $239K | Sell |
3,856
-3,183
| -45% | -$197K | 0.09% | 117 |
|
|
2023
Q1 | $406K | Buy |
+7,039
| New | +$406K | 0.17% | 83 |
|