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

WCG 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
2026 Q1	$2.16M	Sell	24,571 -24	-0.1%	-$2.16K	0.06%	261
2025 Q4	$2.11M	Sell	24,595 -3	-0%	-$254	0.06%	255
2025 Q3	$2.05M	Buy	24,598 +595	+2%	+$47.9K	0.13%	152
2025 Q2	$1.86M	Sell	24,003 -1,440	-6%	-$105K	0.12%	167
2025 Q1	$1.81M	Sell	25,443 -3,323	-12%	-$244K	0.14%	148
2024 Q4	$2.08M	Buy	28,766 +7,318	+34%	+$545K	0.14%	146
2024 Q3	$1.58M	Sell	21,448 -29	-0.1%	-$2.06K	0.11%	176
2024 Q2	$1.49M	Buy	21,477 +135	+0.6%	+$9.32K	0.11%	161
2024 Q1	$1.49M	Sell	21,342 -105	-0.5%	-$6.93K	0.12%	146
2023 Q4	$1.39M	Buy	21,447 +267	+1%	+$16.1K	0.1%	172
2023 Q3	$1.25M	Buy	+21,180	New	+$1.28M	0.09%	179

Other funds holding AVGE

Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return

Commonwealth Equity Services

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

Greenspring Advisors Towson, Maryland $1.64B AUM

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Nova R Wealth Overland Park, Kansas $313M AUM 13.76% 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

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