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WESPAC Advisors SoCal’s Avantis All Equity Markets ETF AVGE Stock Holding History

WESPAC Advisors SoCal’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
Q2 		$272K Hold
2,744
– – 0.05% 112
2026
Q1 		$241K Sell
2,744
-170
-6% -$15.3K 0.05% 109
2025
Q4 		$250K Sell
2,914
-122
-4% -$10.3K 0.05% 104
2025
Q3 		$253K Buy
3,036
+27
+0.9% +$2.17K 0.05% 100
2025
Q2 		$233K Sell
3,009
-930
-24% -$67.5K 0.05% 100
2025
Q1 		$280K Sell
3,939
-295
-7% -$21.7K 0.07% 92
2024
Q4 		$306K Buy
4,234
+206
+5% +$15.3K 0.07% 87
2024
Q3 		$298K Buy
4,028
+243
+6% +$17.2K 0.07% 85
2024
Q2 		$262K Buy
3,785
+125
+3% +$8.63K 0.07% 80
2024
Q1 		$256K Sell
3,660
-57
-2% -$3.76K 0.07% 85
2023
Q4 		$241K Buy
+3,717
New +$224K 0.07% 88

Other funds holding AVGE

FF
Frankly Finances Winter Park, Florida $127M AUM
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return