Ownership history in Meredith Wealth Planning · 10 quarters on record
This page tracks every 13F SEC filing in which Meredith Wealth Planning reported a position in AMERICAN CENTY ETF TR (AVGV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 460,263 | +5,063 | +1.1% | 10.03% | $33.7M | $73.18 |
| 2025 Q3 | ADDED | 455,200 | +32,851 | +7.8% | 10.15% | $32.0M | $69.64 |
| 2025 Q2 | ADDED | 422,349 | +27,013 | +6.8% | 10.00% | $27.5M | $64.58 |
| 2025 Q1 | ADDED | 395,336 | +12,802 | +3.3% | 10.60% | $24.0M | $59.50 |
| 2024 Q4 | ADDED | 382,534 | +33,098 | +9.5% | 10.40% | $23.3M | $59.71 |
| 2024 Q3 | ADDED | 349,436 | +5,373 | +1.6% | 10.47% | $21.9M | $60.71 |
| 2024 Q2 | ADDED | 344,063 | +55,706 | +19.3% | 10.62% | $20.3M | $56.96 |
| 2024 Q1 | ADDED | 288,357 | +29,545 | +11.4% | 9.72% | $17.4M | $57.77 |
| 2023 Q4 | ADDED | 258,812 | +227,981 | +739.5% | 9.03% | $14.5M | $53.66 |
| 2023 Q3 | INITIATED | 30,831 | — | — | 1.17% | $1.6M | — |
As of 2025 Q4 — sorted by position size