Red Lighthouse Investment Management’s Avantis All Equity Markets Value ETF AVGV Stock Holding History

Red Lighthouse Investment Management’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
2026 Q1	–	Sell	-1,270	Closed	-$92.9K	–	81
2025 Q4	$92.9K	Buy	1,270 +378	+42%	+$27K	0.03%	69
2025 Q3	$62.7K	Buy	892 +21	+2%	+$1.43K	0.02%	97
2025 Q2	$56.8K	Buy	+871	New	+$53.6K	0.02%	97
2025 Q1	–	Sell	-866	Closed	-$52.8K	–	107
2024 Q4	$52.8K	Hold	866	–	–	0.02%	94
2024 Q3	$54.4K	Buy	+866	New	+$52.2K	0.02%	92

Other funds holding AVGV

MWP

Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

PRRFG

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWM

McCartney Wealth Management Clayton, Missouri $119M AUM

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

MWML

M Wealth Management LLC San Diego, California $119M AUM 13.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Red Lighthouse Investment Management's AVGV Position: Q1 2026 in Review

Red Lighthouse Investment Management sold out of Avantis All Equity Markets Value ETF (AVGV) in Q1 2026, closing a stake of 1,270 shares — an estimated $92.9K sold.

Red Lighthouse Investment Management first reported a position in AVGV in Q3 2024 and held it in 5 quarters. The position peaked at $92.9K in Q4 2025. 27 funds tracked by Wall St. Rank hold AVGV as of Q1 2026.

Red Lighthouse Investment Management reported no remaining Avantis All Equity Markets Value ETF position as of Q1 2026 after selling out during the quarter.
Red Lighthouse Investment Management sold 1,270 Avantis All Equity Markets Value ETF shares in Q1 2026, an estimated $92.9K.
Red Lighthouse Investment Management first reported a position in Avantis All Equity Markets Value ETF in Q3 2024 and held it in 5 quarters.
Red Lighthouse Investment Management's Avantis All Equity Markets Value ETF position peaked at $92.9K in Q4 2025.
27 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q1 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q1 2026, filed 8 May 2026.