Private Wealth Management Group’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 | $55.6K | Buy |
718
+241
| +51% | +$18.7K | 0.02% | 156 |
|
|
2025
Q1 | $34K | Buy |
477
+103
| +28% | +$7.33K | 0.01% | 215 |
|
|
2024
Q4 | $27.1K | Buy |
374
+41
| +12% | +$2.97K | 0.01% | 246 |
|
|
2024
Q3 | $24.6K | Hold |
333
| – | – | 0.01% | 251 |
|
|
2024
Q2 | $23.1K | Buy |
333
+33
| +11% | +$2.29K | 0.01% | 255 |
|
|
2024
Q1 | $20.9K | Hold |
300
| – | – | 0.01% | 263 |
|
|
2023
Q4 | $19.4K | Buy |
+300
| New | +$19.4K | 0.01% | 270 |
|