Meredith Wealth Planning AVGE Holdings History
Meredith Wealth Planning's Avantis All Equity Markets ETF Holding Summary
As of 2025-06-30, Meredith Wealth Planning held 146,880.00 shares of Avantis All Equity Markets ETF(AVGE), totaling $11.38 Mil. This investment constitutes 4.13% of their stock portfolio, and Meredith Wealth Planning now holds 2.07% of the outstanding Avantis All Equity Markets ETF(AVGE) stock.
The initial trade took place in 2023Q1. And since then Meredith Wealth Planning has made 10 purchases of AVGE, at an average price of $70.63, for a total of 146,880.00 shares. Based on historical transaction data and AVGE's current price of $78.49, Meredith Wealth Planning's estimated gain on his AVGE holdings is $1.15 Mil, reflecting a 11.12% gain to date.
Meredith Wealth Planning AVGE ($78.49) Holding Chart
Meredith Wealth Planning AVGE ($78.49) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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