Ownership history in Meredith Wealth Planning · 13 quarters on record
This page tracks every 13F SEC filing in which Meredith Wealth Planning reported a position in AMERICAN CENTY ETF TR (AVUV). 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 | 583,567 | +488 | +0.1% | 17.72% | $59.5M | $101.72 |
| 2025 Q3 | ADDED | 583,079 | +17,480 | +3.1% | 18.39% | $58.0M | $98.91 |
| 2025 Q2 | ADDED | 565,599 | +86,086 | +18.0% | 18.71% | $51.5M | $90.12 |
| 2025 Q1 | ADDED | 479,513 | +9,291 | +2.0% | 18.44% | $41.8M | $85.82 |
| 2024 Q4 | ADDED | 470,222 | +12,893 | +2.8% | 20.23% | $45.4M | $94.68 |
| 2024 Q3 | ADDED | 457,329 | +5,972 | +1.3% | 20.94% | $43.9M | $93.71 |
| 2024 Q2 | ADDED | 451,357 | +6,183 | +1.4% | 21.22% | $40.5M | $87.27 |
| 2024 Q1 | ADDED | 445,174 | +672 | +0.2% | 23.27% | $41.7M | $90.71 |
| 2023 Q4 | REDUCED | 444,502 | -67,048 | -13.1% | 24.81% | $39.9M | $86.63 |
| 2023 Q3 | ADDED | 511,550 | +35,578 | +7.5% | 29.64% | $39.9M | $74.83 |
As of 2025 Q4 — sorted by position size