Oak Wealth Advisors’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
$253K Sell
3,268
-1,680
-34% -$130K 0.16% 53
2025
Q1
$352K Sell
4,948
-1,836
-27% -$131K 0.26% 42
2024
Q4
$491K Buy
+6,784
New +$491K 0.38% 36