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Vantage Financial Partners (Illinois)’s Avantis All Equity Markets ETF AVGE Stock Holding History

Vantage Financial Partners (Illinois)’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
2024
Q2 		– Sell
-13,425
Closed -$937K – 105
2024
Q1 		$937K Buy
13,425
+6,094
+83% +$402K 0.24% 57
2023
Q4 		$475K Buy
+7,331
New +$442K 0.14% 73

Other funds holding AVGE

PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
WA
Wealthstream Advisors New York $661M AUM 18% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $208M AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWM
FMB Wealth Management Westlake Village, California $272M AUM 26.93% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s AVGE Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) sold out of Avantis All Equity Markets ETF (AVGE) in Q2 2024, closing a stake of 13,425 shares — an estimated $937K sold.

Vantage Financial Partners (Illinois) first reported a position in AVGE in Q4 2023 and held it in 2 quarters. The position peaked at $937K in Q1 2024. 73 funds tracked by Wall St. Rank hold AVGE as of Q2 2024.

  • Vantage Financial Partners (Illinois) reported no remaining Avantis All Equity Markets ETF position as of Q2 2024 after selling out during the quarter.
  • Vantage Financial Partners (Illinois) sold 13,425 Avantis All Equity Markets ETF shares in Q2 2024, an estimated $937K.
  • Vantage Financial Partners (Illinois) first reported a position in Avantis All Equity Markets ETF in Q4 2023 and held it in 2 quarters.
  • Vantage Financial Partners (Illinois)'s Avantis All Equity Markets ETF position peaked at $937K in Q1 2024.
  • 73 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.