Sax Wealth Advisors’s Avantis All Equity Markets ETF AVGE Stock Holding History

Sax Wealth Advisors’s Portfolio AVGE Stock Details AVGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$386K	Sell	4,382 -261	-6%	-$25.1K	0.02%	401
2026 Q1	$399K	Hold	4,643	–	–	0.02%	333
2025 Q4	$399K	Sell	4,643 -959	-17%	-$81.1K	0.02%	340
2025 Q3	$467K	Sell	5,602 -134	-2%	-$10.8K	0.03%	281
2025 Q2	$444K	Sell	5,736 -3,585	-38%	-$260K	0.03%	275
2025 Q1	$664K	Sell	9,321 -40	-0.4%	-$2.94K	0.05%	184
2024 Q4	$677K	Buy	+9,361	New	+$697K	0.05%	162
2024 Q3	–	Sell	-8,791	Closed	-$609K	–	297
2024 Q2	$609K	Buy	+8,791	New	+$607K	0.06%	127
2024 Q1	–	Sell	-11,643	Closed	-$754K	–	199
2023 Q4	$754K	Buy	11,643 +100	+0.9%	+$6.03K	0.12%	86
2023 Q3	$679K	Buy	11,543 +455	+4%	+$27.6K	0.13%	87
2023 Q2	$665K	Buy	11,088 +4,595	+71%	+$267K	0.13%	86
2023 Q1	$375K	Buy	+6,493	New	+$376K	0.08%	126

Other funds holding AVGE

Frankly Finances Winter Park, Florida $127M AUM

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return