Yardley Wealth Management’s Avantis All Equity Markets ETF AVGE Stock Holding History

Yardley Wealth Management’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	$3.35M	Buy	33,830 +309	+0.9%	+$29.7K	1.52%	14
2026 Q1	$2.95M	Buy	33,521 +3,406	+11%	+$307K	1.51%	14
2025 Q4	$2.59M	Buy	30,115 +3,350	+13%	+$283K	1.38%	15
2025 Q3	$2.23M	Buy	26,765 +1,282	+5%	+$103K	1.25%	16
2025 Q2	$1.97M	Buy	25,483 +2,322	+10%	+$169K	1.08%	17
2025 Q1	$1.65M	Buy	23,161 +2,533	+12%	+$186K	0.97%	17
2024 Q4	$1.49M	Buy	20,628 +144	+0.7%	+$10.7K	0.73%	21
2024 Q3	$1.51M	Buy	+20,484	New	+$1.45M	0.9%	17

Other funds holding AVGE

Frankly Finances Winter Park, Florida $127M AUM

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return