RLIM
Red Lighthouse Investment Management’s Avantis All Equity Markets ETF AVGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172K | Buy |
2,223
+1,128
| +103% | +$87.4K | 0.07% | 74 |
|
|
2025
Q1 | $76.5K | Sell |
1,095
-1,014
| -48% | -$70.8K | 0.03% | 85 |
|
|
2024
Q4 | $153K | Buy |
2,109
+896
| +74% | +$64.8K | 0.06% | 75 |
|
|
2024
Q3 | $89.6K | Buy |
1,213
+118
| +11% | +$8.72K | 0.04% | 85 |
|
|
2024
Q2 | $75.9K | Hold |
1,095
| – | – | 0.03% | 84 |
|
|
2024
Q1 | $76.5K | Buy |
1,095
+72
| +7% | +$5.03K | 0.03% | 86 |
|
|
2023
Q4 | $66.2K | Buy |
1,023
+894
| +693% | +$57.9K | 0.03% | 83 |
|
|
2023
Q3 | $7.59K | Buy |
129
+15
| +13% | +$882 | ﹤0.01% | 93 |
|
|
2023
Q2 | $6.84K | Buy |
+114
| New | +$6.84K | ﹤0.01% | 94 |
|