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

Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return

Intelligent Financial Strategies Excelsior, Minnesota $192M AUM 4.28% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $719M AUM 20.03% 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.