Meredith Wealth Planning’s Avantis All Equity Markets ETF AVGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
146,880
+45,659
| +45% | +$3.54M | 4.13% | 8 |
|
|
2025
Q1 | $7.21M | Buy |
101,221
+18,302
| +22% | +$1.3M | 3.18% | 10 |
|
|
2024
Q4 | $6M | Buy |
82,919
+30,450
| +58% | +$2.2M | 2.67% | 11 |
|
|
2024
Q3 | $3.88M | Buy |
52,469
+24,032
| +85% | +$1.78M | 1.85% | 11 |
|
|
2024
Q2 | $1.97M | Buy |
28,437
+2,199
| +8% | +$152K | 1.03% | 13 |
|
|
2024
Q1 | $1.83M | Buy |
26,238
+7,372
| +39% | +$515K | 1.02% | 13 |
|
|
2023
Q4 | $1.22M | Buy |
18,866
+1,622
| +9% | +$105K | 0.76% | 18 |
|
|
2023
Q3 | $1.02M | Buy |
17,244
+3,194
| +23% | +$189K | 0.76% | 18 |
|
|
2023
Q2 | $843K | Buy |
14,050
+933
| +7% | +$56K | 0.69% | 17 |
|
|
2023
Q1 | $758K | Buy |
+13,117
| New | +$758K | 0.61% | 18 |
|