Meredith Wealth Planning AVGV Holdings History
Meredith Wealth Planning's Avantis All Equity Markets Value ETF Holding Summary
As of 2025-06-30, Meredith Wealth Planning held 422,349.00 shares of Avantis All Equity Markets Value ETF(AVGV), totaling $27.55 Mil. This investment constitutes 10% of their stock portfolio, and Meredith Wealth Planning now holds 19.29% of the outstanding Avantis All Equity Markets Value ETF(AVGV) stock.
The initial trade took place in 2023Q3. And since then Meredith Wealth Planning has made 8 purchases of AVGV, at an average price of $55.30, for a total of 422,349.00 shares. Based on historical transaction data and AVGV's current price of $66.03, Meredith Wealth Planning's estimated gain on his AVGV holdings is $4.53 Mil, reflecting a 19.40% gain to date.
Meredith Wealth Planning AVGV ($66.03) Holding Chart
Meredith Wealth Planning AVGV ($66.03) 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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