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

Moisand Fitzgerald Tamayo’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 Q2	$16.6K	Hold	195	–	–	﹤0.01%	312
2026 Q1	$15.1K	Hold	195	–	–	﹤0.01%	296
2025 Q4	$14.3K	Hold	195	–	–	﹤0.01%	307
2025 Q3	$13.7K	Hold	195	–	–	﹤0.01%	317
2025 Q2	$12.7K	Hold	195	–	–	﹤0.01%	323
2025 Q1	$11.9K	Hold	195	–	–	﹤0.01%	330
2024 Q4	$11.9K	Hold	195	–	–	﹤0.01%	324
2024 Q3	$12.2K	Hold	195	–	–	﹤0.01%	338
2024 Q2	$11.5K	Hold	195	–	–	﹤0.01%	301
2024 Q1	$11.8K	Sell	195 -811	-81%	-$46.1K	﹤0.01%	300
2023 Q4	$56.5K	Hold	1,006	–	–	0.01%	165
2023 Q3	$51.5K	Buy	+1,006	New	+$52.7K	0.01%	172

Other funds holding AVGV

MWP

Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

PRRFG

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

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

McCartney Wealth Management Clayton, Missouri $132M AUM

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

MWML

M Wealth Management LLC San Diego, California $127M AUM 16.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Moisand Fitzgerald Tamayo's AVGV Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Avantis All Equity Markets Value ETF (AVGV) position steady in Q2 2026 at 195 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Moisand Fitzgerald Tamayo first reported a position in AVGV in Q3 2023 and has held it in 12 quarters since. The position peaked at $56.5K in Q4 2023. 31 funds tracked by Wall St. Rank hold AVGV as of Q2 2026.

Moisand Fitzgerald Tamayo held 195 shares of Avantis All Equity Markets Value ETF worth $16.6K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Avantis All Equity Markets Value ETF share count unchanged in Q2 2026.
Avantis All Equity Markets Value ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #312 holding.
Moisand Fitzgerald Tamayo first reported a position in Avantis All Equity Markets Value ETF in Q3 2023 and has held it in 12 quarters since.
Moisand Fitzgerald Tamayo's Avantis All Equity Markets Value ETF position peaked at $56.5K in Q4 2023.
31 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.