WMG Financial 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 | $1.43M | Buy |
18,504
+563
| +3% | +$43.6K | 0.53% | 36 |
|
|
2025
Q1 | $1.28M | Buy |
17,941
+165
| +0.9% | +$11.7K | 0.54% | 34 |
|
|
2024
Q4 | $1.29M | Buy |
17,776
+342
| +2% | +$24.8K | 0.55% | 35 |
|
|
2024
Q3 | $1.29M | Buy |
17,434
+48
| +0.3% | +$3.55K | 0.58% | 32 |
|
|
2024
Q2 | $1.21M | Buy |
17,386
+4,360
| +33% | +$302K | 0.64% | 32 |
|
|
2024
Q1 | $909K | Buy |
13,026
+3,769
| +41% | +$263K | 0.52% | 41 |
|
|
2023
Q4 | $599K | Buy |
9,257
+1,146
| +14% | +$74.2K | 0.39% | 51 |
|
|
2023
Q3 | $477K | Buy |
8,111
+1,209
| +18% | +$71.1K | 0.41% | 52 |
|
|
2023
Q2 | $414K | Buy |
+6,902
| New | +$414K | 0.3% | 66 |
|