WWP
WR Wealth Planners’s Avantis All Equity Markets ETF AVGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2M | Buy |
27,618
+1,870
| +7% | +$135K | 0.64% | 24 |
|
|
2024
Q3 | $1.9M | Buy |
25,748
+1,983
| +8% | +$146K | 0.53% | 35 |
|
|
2024
Q2 | $1.65M | Buy |
23,765
+2,042
| +9% | +$142K | 0.5% | 36 |
|
|
2024
Q1 | $1.52M | Buy |
21,723
+1,149
| +6% | +$80.2K | 0.47% | 37 |
|
|
2023
Q4 | $1.33M | Buy |
20,574
+515
| +3% | +$33.4K | 0.5% | 40 |
|
|
2023
Q3 | $1.18M | Buy |
+20,059
| New | +$1.18M | 0.45% | 38 |
|