Creative Planning’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 | $638K | Buy |
8,239
+60
| +0.7% | +$4.65K | ﹤0.01% | 2246 |
|
|
2025
Q1 | $582K | Hold |
8,179
| – | – | ﹤0.01% | 2142 |
|
|
2024
Q4 | $592K | Buy |
8,179
+308
| +4% | +$22.3K | ﹤0.01% | 2065 |
|
|
2024
Q3 | $581K | Sell |
7,871
-456
| -5% | -$33.7K | ﹤0.01% | 1964 |
|
|
2024
Q2 | $577K | Buy |
8,327
+513
| +7% | +$35.6K | ﹤0.01% | 1827 |
|
|
2024
Q1 | $546K | Hold |
7,814
| – | – | ﹤0.01% | 1794 |
|
|
2023
Q4 | $506K | Buy |
7,814
+63
| +0.8% | +$4.08K | ﹤0.01% | 1702 |
|
|
2023
Q3 | $456K | Hold |
7,751
| – | – | ﹤0.01% | 1621 |
|
|
2023
Q2 | $465K | Buy |
+7,751
| New | +$465K | ﹤0.01% | 1588 |
|