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

McCartney Wealth Management’s Portfolio AVGV Stock Details AVGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.21M	Buy	28,544 +2,259	+9%	+$177K	1.86%	19
2025 Q4	$1.92M	Buy	+26,285	New	+$1.88M	1.66%	19

Other funds holding AVGV

Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

M Wealth Management LLC San Diego, California $119M AUM 13.28% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

EntreWealth Austin, Texas $223M AUM 14.93% 1-Year Est. Return