M Wealth Management LLC’s Avantis All Equity Markets Value ETF AVGV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.99M Sell
30,500
-7,594
-20% -$495K 1.83% 12
2025
Q1
$2.32M Buy
38,094
+6,692
+21% +$407K 2.16% 12
2024
Q4
$1.91M Buy
+31,402
New +$1.91M 1.75% 12