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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$444K Sell
2025
Q1
$664K Sell
2024
Q4
$677K Buy
2024
Q3
Sell
2024
Q2
$609K Buy
2024
Q1
Sell
2023
Q4
$754K Buy
2023
Q3
$679K Buy
2023
Q2
$665K Buy
2023
Q1
$375K Buy