Northwest Wealth Management’s Avantis All Equity Markets ETF AVGE Stock Holding History

Northwest Wealth Management’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	$241K	Hold	2,428	–	–	0.03%	232
2026 Q1	$214K	Sell	2,428 -276	-10%	-$24.8K	0.03%	233
2025 Q4	$232K	Sell	2,704 -15	-0.6%	-$1.27K	0.04%	218
2025 Q3	$227K	Hold	2,719	–	–	0.04%	193
2025 Q2	$211K	Sell	2,719 -206	-7%	-$15K	0.04%	192
2025 Q1	$208K	Buy	+2,925	New	+$215K	0.04%	174
2024 Q4	–	Sell	-3,687	Closed	-$272K	–	169
2024 Q3	$272K	Sell	3,687 -632	-15%	-$44.8K	0.06%	126
2024 Q2	$299K	Sell	4,319 -2,014	-32%	-$139K	0.08%	119
2024 Q1	$442K	Buy	6,333 +711	+13%	+$46.9K	0.12%	99
2023 Q4	$364K	Buy	5,622 +892	+19%	+$53.8K	0.11%	111
2023 Q3	$278K	Buy	+4,730	New	+$287K	0.1%	122

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