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WorthPointe’s Avantis All Equity Markets ETF AVGE Stock Holding History

WorthPointe’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
2023
Q1 		– Sell
-66,765
Closed -$3.71M – 53
2022
Q4 		$3.71M Buy
+66,765
New +$3.67M 2.51% 8

Other funds holding AVGE

IFS
Intelligent Financial Strategies Excelsior, Minnesota $192M AUM 4.28% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WCA
Waypoint Capital Advisors Minneapolis, Minnesota $470M AUM 32.8% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $719M AUM 20.03% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

WorthPointe's AVGE Position: Q1 2023 in Review

WorthPointe sold out of Avantis All Equity Markets ETF (AVGE) in Q1 2023, closing a stake of 66,765 shares — an estimated $3.71M sold.

WorthPointe first reported a position in AVGE in Q4 2022 and held it in 1 quarter. The position peaked at $3.71M in Q4 2022. 26 funds tracked by Wall St. Rank hold AVGE as of Q1 2023.

  • WorthPointe reported no remaining Avantis All Equity Markets ETF position as of Q1 2023 after selling out during the quarter.
  • WorthPointe sold 66,765 Avantis All Equity Markets ETF shares in Q1 2023, an estimated $3.71M.
  • WorthPointe first reported a position in Avantis All Equity Markets ETF in Q4 2022 and held it in 1 quarter.
  • WorthPointe's Avantis All Equity Markets ETF position peaked at $3.71M in Q4 2022.
  • 26 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q1 2023.

Based on WorthPointe's 13F filing for Q1 2023, filed 11 May 2023.