Physician Wealth Advisors’s Avantis All Equity Markets ETF AVGE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$227K Buy
2,309
+2
+0.1% +$200 0.03% 205
2026
Q2
$229K Sell
2,307
-41
-2% -$3.95K 0.03% 198
2026
Q1
$207K Sell
2,348
-693
-23% -$62.4K 0.03% 188
2025
Q4
$261K Buy
3,041
+26
+0.9% +$2.2K 0.04% 154
2025
Q3
$251K Sell
3,015
-584
-16% -$47K 0.04% 158
2025
Q2
$279K Sell
3,599
-180
-5% -$13.1K 0.04% 144
2025
Q1
$269K Sell
3,779
-5,403
-59% -$397K 0.05% 147
2024
Q4
$664K Sell
9,182
-1,231
-12% -$91.6K 0.11% 83
2024
Q3
$769K Sell
10,413
-6,764
-39% -$479K 0.14% 74
2024
Q2
$1.25M Sell
17,177
-791
-4% -$54.6K 0.23% 61
2024
Q1
$1.2M Buy
17,968
+367
+2% +$24.2K 0.25% 59
2023
Q4
$1.13M Sell
17,601
-780
-4% -$47K 0.25% 57
2023
Q3
$1.08M Buy
18,381
+4,324
+31% +$262K 0.28% 53
2023
Q2
$847K Buy
14,057
+573
+4% +$33.3K 0.21% 58
2023
Q1
$788K Buy
13,484
+115
+0.9% +$6.67K 0.21% 58
2022
Q4
$789K Buy
+13,369
New +$736K 0.21% 56

Other funds holding AVGE

Physician Wealth Advisors's AVGE Position: Q3 2026 in Review

Physician Wealth Advisors increased its Avantis All Equity Markets ETF (AVGE) stake by 0.09% in Q3 2026, buying an estimated $200 and bringing the position to 2,309 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #205.

Physician Wealth Advisors first reported a position in AVGE in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.25M in Q2 2024. 145 funds tracked by Wall St. Rank hold AVGE as of Q3 2026.

  • Physician Wealth Advisors held 2,309 shares of Avantis All Equity Markets ETF worth $227K as of Q3 2026.
  • Physician Wealth Advisors bought 2 Avantis All Equity Markets ETF shares in Q3 2026, an estimated $200.
  • Avantis All Equity Markets ETF made up 0.03% of Physician Wealth Advisors's portfolio in Q3 2026, its #205 holding.
  • Physician Wealth Advisors first reported a position in Avantis All Equity Markets ETF in Q4 2022 and has held it in 16 quarters since.
  • Physician Wealth Advisors's Avantis All Equity Markets ETF position peaked at $1.25M in Q2 2024.
  • 145 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.