LAM Group’s Avantis All Equity Markets ETF AVGE Stock Holding History

LAM Group’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
2026 Q2	$1.41M	Buy	14,226 +1,235	+10%	+$119K	0.7%	38
2026 Q1	$1.14M	Buy	12,991 +524	+4%	+$47.2K	0.63%	40
2025 Q4	$1.07M	Buy	12,467 +96	+0.8%	+$8.11K	0.61%	41
2025 Q3	$1.03M	Buy	12,371 +620	+5%	+$49.9K	0.64%	37
2025 Q2	$910K	Buy	11,751 +696	+6%	+$50.6K	0.61%	40
2025 Q1	$787K	Buy	11,055 +205	+2%	+$15.1K	0.58%	43
2024 Q4	$785K	Buy	10,850 +1,685	+18%	+$125K	0.56%	45
2024 Q3	$677K	Buy	9,165 +3,868	+73%	+$274K	0.48%	52
2024 Q2	$367K	Buy	5,297 +609	+13%	+$42K	0.31%	65
2024 Q1	$327K	Buy	4,688 +886	+23%	+$58.5K	0.27%	67
2023 Q4	$246K	Buy	3,802 +165	+5%	+$9.95K	0.22%	61
2023 Q3	$214K	Hold	3,637	–	–	0.21%	58
2023 Q2	$218K	Buy	3,637 +283	+8%	+$16.4K	0.2%	57
2023 Q1	$194K	Buy	3,354 +2,075	+162%	+$120K	0.19%	57
2022 Q4	$71K	Buy	+1,279	New	+$70.4K	0.07%	64

Other funds holding AVGE

Frankly Finances Winter Park, Florida $127M AUM

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return