Physician 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 | $279K | Sell |
3,599
-180
| -5% | -$13.9K | 0.04% | 144 |
|
|
2025
Q1 | $269K | Sell |
3,779
-5,403
| -59% | -$385K | 0.05% | 147 |
|
|
2024
Q4 | $664K | Sell |
9,182
-1,231
| -12% | -$89.1K | 0.11% | 83 |
|
|
2024
Q3 | $769K | Sell |
10,413
-6,764
| -39% | -$500K | 0.14% | 74 |
|
|
2024
Q2 | $1.25M | Sell |
17,177
-791
| -4% | -$57.5K | 0.23% | 61 |
|
|
2024
Q1 | $1.2M | Buy |
17,968
+367
| +2% | +$24.5K | 0.25% | 59 |
|
|
2023
Q4 | $1.13M | Sell |
17,601
-780
| -4% | -$50K | 0.25% | 57 |
|
|
2023
Q3 | $1.08M | Buy |
18,381
+4,324
| +31% | +$253K | 0.28% | 53 |
|
|
2023
Q2 | $847K | Buy |
14,057
+573
| +4% | +$34.5K | 0.21% | 58 |
|
|
2023
Q1 | $788K | Buy |
13,484
+115
| +0.9% | +$6.72K | 0.21% | 58 |
|
|
2022
Q4 | $789K | Buy |
+13,369
| New | +$789K | 0.21% | 56 |
|