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Planned Solutions’s Avantis All Equity Markets Value ETF AVGV Stock Holding History

Planned Solutions’s Portfolio AVGV Stock Details AVGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4
Closed -$251 – 155
2024
Q3 		$251 Buy
+4
New +$241 ﹤0.01% 631

Other funds holding AVGV

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
MWML
M Wealth Management LLC San Diego, California $119M AUM 13.28% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
VF
Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
RLIM
Red Lighthouse Investment Management New York $296M AUM 22.04% 1-Year Est. Return

Planned Solutions's AVGV Position: Q4 2024 in Review

Planned Solutions sold out of Avantis All Equity Markets Value ETF (AVGV) in Q4 2024, closing a stake of 4 shares — an estimated $251 sold.

Planned Solutions first reported a position in AVGV in Q3 2024 and held it in 1 quarter. The position peaked at $251 in Q3 2024. 13 funds tracked by Wall St. Rank hold AVGV as of Q4 2024.

  • Planned Solutions reported no remaining Avantis All Equity Markets Value ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 4 Avantis All Equity Markets Value ETF shares in Q4 2024, an estimated $251.
  • Planned Solutions first reported a position in Avantis All Equity Markets Value ETF in Q3 2024 and held it in 1 quarter.
  • Planned Solutions's Avantis All Equity Markets Value ETF position peaked at $251 in Q3 2024.
  • 13 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.