Creative Planning’s Avantis All Equity Markets ETF AVGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $818K | Buy |
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|
2025
Q3 | $770K | Buy |
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|
2025
Q2 | $638K | Buy |
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|
2025
Q1 | $582K | Hold |
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|
2024
Q4 | $592K | Buy |
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|
2024
Q3 | $581K | Sell |
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|
2024
Q2 | $577K | Buy |
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|
2024
Q1 | $546K | Hold |
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|
2023
Q4 | $506K | Buy |
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|
2023
Q3 | $456K | Hold |
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|
2023
Q2 | $465K | Buy |
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