Yardley Wealth Management’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
$1.97M Buy
25,483
+2,322
+10% +$180K 1.08% 17
2025
Q1
$1.65M Buy
23,161
+2,533
+12% +$180K 0.97% 17
2024
Q4
$1.49M Buy
20,628
+144
+0.7% +$10.4K 0.73% 21
2024
Q3
$1.51M Buy
+20,484
New +$1.51M 0.9% 17