Moisand Fitzgerald Tamayo’s Avantis All Equity Markets ETF AVGE Stock Holding History

Moisand Fitzgerald Tamayo’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	$74.2K	Buy	749 +16	+2%	+$1.54K	0.01%	182
2026 Q1	$64.5K	Buy	733 +16	+2%	+$1.44K	0.01%	178
2025 Q4	$61.6K	Sell	717 -4	-0.6%	-$338	0.01%	178
2025 Q3	$60.1K	Buy	721 +10	+1%	+$805	0.01%	180
2025 Q2	$55.1K	Buy	711 +6	+0.9%	+$436	0.01%	185
2025 Q1	$50.2K	Sell	705 -26	-4%	-$1.91K	0.01%	187
2024 Q4	$52.9K	Buy	731 +55	+8%	+$4.09K	0.01%	179
2024 Q3	$49.9K	Buy	676 +51	+8%	+$3.62K	0.01%	194
2024 Q2	$43.3K	Buy	625 +11	+2%	+$759	0.01%	191
2024 Q1	$42.9K	Buy	614 +27	+5%	+$1.78K	0.01%	193
2023 Q4	$38K	Buy	587 +543	+1,234%	+$32.7K	0.01%	201
2023 Q3	$2.59K	Buy	44 +4	+10%	+$243	﹤0.01%	520
2023 Q2	$2.4K	Buy	+40	New	+$2.32K	﹤0.01%	513

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

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

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