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 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

Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Nova R Wealth Overland Park, Kansas $313M AUM 13.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return