V Wealth Advisors
AVGE icon

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

V 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
2023
Q3 		– Sell
-16,576
Closed -$995K – 132
2023
Q2 		$995K Sell
16,576
-9,238
-36% -$537K 0.17% 121
2023
Q1 		$1.49M Buy
+25,814
New +$1.5M 0.28% 81

Other funds holding AVGE

PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $206M AUM 8.95% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
WCG Wealth Advisors
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
WR Wealth Planners
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

V Wealth Advisors's AVGE Position: Q3 2023 in Review

V Wealth Advisors sold out of Avantis All Equity Markets ETF (AVGE) in Q3 2023, closing a stake of 16,576 shares — an estimated $995K sold.

V Wealth Advisors first reported a position in AVGE in Q1 2023 and held it in 2 quarters. The position peaked at $1.49M in Q1 2023. 42 funds tracked by Wall St. Rank hold AVGE as of Q3 2023.

  • V Wealth Advisors reported no remaining Avantis All Equity Markets ETF position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 16,576 Avantis All Equity Markets ETF shares in Q3 2023, an estimated $995K.
  • V Wealth Advisors first reported a position in Avantis All Equity Markets ETF in Q1 2023 and held it in 2 quarters.
  • V Wealth Advisors's Avantis All Equity Markets ETF position peaked at $1.49M in Q1 2023.
  • 42 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.