Valued Wealth Advisors’s Avantis All Equity Markets ETF AVGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.4K | Buy |
1,025
+117
| +13% | +$9.06K | 0.04% | 63 |
|
|
2025
Q1 | $64.6K | Buy |
908
+134
| +17% | +$9.54K | 0.04% | 74 |
|
|
2024
Q4 | $56K | Buy |
774
+19
| +3% | +$1.38K | 0.04% | 79 |
|
|
2024
Q3 | $55.8K | Buy |
755
+126
| +20% | +$9.31K | 0.04% | 70 |
|
|
2024
Q2 | $43.6K | Buy |
629
+97
| +18% | +$6.73K | 0.03% | 78 |
|
|
2024
Q1 | $37.1K | Sell |
532
-254
| -32% | -$17.7K | 0.03% | 83 |
|
|
2023
Q4 | $46.2K | Buy |
+786
| New | +$46.2K | 0.04% | 51 |
|