WESPAC Advisors SoCal’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
$233K Sell
2025
Q1
$280K Sell
2024
Q4
$306K Buy
2024
Q3
$298K Buy
2024
Q2
$262K Buy
2024
Q1
$256K Sell
2023
Q4
$241K Buy