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Ridgeline Wealth’s Avantis All Equity Markets Value ETF AVGV Stock Holding History

Ridgeline Wealth’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
Q2 		$718K Buy
8,445
+107
+1% +$8.92K 0.42% 31
2026
Q1 		$647K Sell
8,338
-53
-0.6% -$4.15K 0.46% 26
2025
Q4 		$614K Sell
8,391
-347
-4% -$24.8K 0.43% 28
2025
Q3 		$615K Sell
8,738
-69
-0.8% -$4.7K 0.45% 27
2025
Q2 		$574K Sell
8,807
-173,361
-95% -$10.7M 0.47% 28
2025
Q1 		$11.1M Buy
182,168
+24,576
+16% +$1.53M 9.41% 3
2024
Q4 		$9.61M Buy
+157,592
New +$9.94M 7.83% 3

Other funds holding AVGV

PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return