Wealthstream 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 | $12.7M | Buy |
163,928
+7,515
| +5% | +$582K | 2.11% | 7 |
|
|
2025
Q1 | $11.1M | Buy |
156,413
+11,189
| +8% | +$797K | 2.08% | 7 |
|
|
2024
Q4 | $10.5M | Buy |
145,224
+23,143
| +19% | +$1.67M | 1.94% | 7 |
|
|
2024
Q3 | $9.02M | Buy |
122,081
+5,985
| +5% | +$442K | 1.64% | 8 |
|
|
2024
Q2 | $8.05M | Buy |
116,096
+27,163
| +31% | +$1.88M | 2.94% | 8 |
|
|
2024
Q1 | $6.21M | Buy |
88,933
+57,534
| +183% | +$4.02M | 2.36% | 9 |
|
|
2023
Q4 | $2.03M | Buy |
31,399
+21,503
| +217% | +$1.39M | 0.84% | 20 |
|
|
2023
Q3 | $582K | Buy |
+9,896
| New | +$582K | 0.3% | 47 |
|