IWS
Integrity Wealth Solutions’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 | $743K | Sell |
9,591
-137
| -1% | -$10.6K | 0.36% | 57 |
|
|
2025
Q1 | $693K | Buy |
9,728
+2,806
| +41% | +$200K | 0.38% | 56 |
|
|
2024
Q4 | $501K | Sell |
6,922
-245
| -3% | -$17.7K | 0.28% | 64 |
|
|
2024
Q3 | $529K | Buy |
7,167
+897
| +14% | +$66.3K | 0.31% | 59 |
|
|
2024
Q2 | $435K | Buy |
6,270
+384
| +7% | +$26.6K | 0.28% | 62 |
|
|
2024
Q1 | $411K | Buy |
5,886
+1,031
| +21% | +$72K | 0.27% | 65 |
|
|
2023
Q4 | $314K | Buy |
+4,855
| New | +$314K | 0.22% | 74 |
|