NWM
Northwest Wealth Management’s Avantis All Equity Markets ETF AVGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
2,719
-206
| -7% | -$16K | 0.04% | 192 |
|
|
2025
Q1 | $208K | Buy |
+2,925
| New | +$208K | 0.04% | 174 |
|
|
2024
Q4 | – | Sell |
-3,687
| Closed | -$272K | – | 169 |
|
|
2024
Q3 | $272K | Sell |
3,687
-632
| -15% | -$46.7K | 0.06% | 126 |
|
|
2024
Q2 | $299K | Sell |
4,319
-2,014
| -32% | -$140K | 0.08% | 119 |
|
|
2024
Q1 | $442K | Buy |
6,333
+711
| +13% | +$49.6K | 0.12% | 99 |
|
|
2023
Q4 | $364K | Buy |
5,622
+892
| +19% | +$57.8K | 0.11% | 111 |
|
|
2023
Q3 | $278K | Buy |
+4,730
| New | +$278K | 0.1% | 122 |
|