Modern Wealth Management’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
$1.56M Sell
20,133
-478
-2% -$37K 0.04% 296
2025
Q1
$1.47M Sell
20,611
-722
-3% -$51.4K 0.05% 252
2024
Q4
$1.54M Sell
21,333
-196,759
-90% -$14.2M 0.06% 209
2024
Q3
$20.5M Buy
+218,092
New +$20.5M 1.26% 16