Ownership history in Meredith Wealth Planning · 12 quarters on record
This page tracks every 13F SEC filing in which Meredith Wealth Planning reported a position in AMERICAN CENTY ETF TR (AVGE). 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 | 232,703 | +72,141 | +44.9% | 5.95% | $20.0M | $85.75 |
| 2025 Q3 | ADDED | 160,562 | +13,682 | +9.3% | 4.24% | $13.4M | $82.54 |
| 2025 Q2 | ADDED | 146,880 | +45,659 | +45.1% | 4.13% | $11.4M | $76.68 |
| 2025 Q1 | ADDED | 101,221 | +18,302 | +22.1% | 3.18% | $7.2M | $69.81 |
| 2024 Q4 | ADDED | 82,919 | +30,450 | +58.0% | 2.67% | $6.0M | $70.96 |
| 2024 Q3 | ADDED | 52,469 | +24,032 | +84.5% | 1.85% | $3.9M | $71.68 |
| 2024 Q2 | ADDED | 28,437 | +2,199 | +8.4% | 1.03% | $2.0M | $67.26 |
| 2024 Q1 | ADDED | 26,238 | +7,372 | +39.1% | 1.02% | $1.8M | $67.14 |
| 2023 Q4 | ADDED | 18,866 | +1,622 | +9.4% | 0.76% | $1.2M | $62.27 |
| 2023 Q3 | ADDED | 17,244 | +3,194 | +22.7% | 0.76% | $1.0M | $55.96 |
As of 2025 Q4 — sorted by position size