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

Physician Wealth Advisors’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	$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

MWP

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

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

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

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

Physician Wealth Advisors's AVGE Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Avantis All Equity Markets ETF (AVGE) stake by 1.7% in Q2 2026, selling an estimated $3.95K and leaving 2,307 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #198.

Physician Wealth Advisors first reported a position in AVGE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.25M in Q2 2024. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

Physician Wealth Advisors held 2,307 shares of Avantis All Equity Markets ETF worth $229K as of Q2 2026.
Physician Wealth Advisors sold 41 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $3.95K.
Avantis All Equity Markets ETF made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #198 holding.
Physician Wealth Advisors first reported a position in Avantis All Equity Markets ETF in Q4 2022 and has held it in 15 quarters since.
Physician Wealth Advisors's Avantis All Equity Markets ETF position peaked at $1.25M in Q2 2024.
159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.