Werba Rubin Papier Wealth Management’s Avantis All Equity Markets ETF AVGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Buy |
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|
2025
Q1 | $1.99M | Buy |
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|
2024
Q4 | $1.78M | Buy |
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|
2024
Q3 | $1.67M | Buy |
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|
2024
Q2 | $904K | Buy |
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|
2024
Q1 | $861K | Buy |
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|
2023
Q4 | $755K | Buy |
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|
2023
Q3 | $670K | Buy |
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|
2023
Q2 | $590K | Sell |
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|
2023
Q1 | $664K | Sell |
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|
2022
Q4 | $676K | Buy |
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