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Carroll Financial Associates’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Carroll Financial Associates’s Portfolio AVIG Stock Details AVIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-4,625
Closed -$228K – 1771
2021
Q2 		$228K Sell
4,625
-162
-3% -$7.93K 0.01% 382
2021
Q1 		$231K Buy
+4,787
New +$236K 0.01% 372

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Carroll Financial Associates's AVIG Position: Q3 2021 in Review

Carroll Financial Associates sold out of Avantis Core Fixed Income ETF (AVIG) in Q3 2021, closing a stake of 4,625 shares — an estimated $228K sold.

Carroll Financial Associates first reported a position in AVIG in Q1 2021 and held it in 2 quarters. The position peaked at $231K in Q1 2021. 17 funds tracked by Wall St. Rank hold AVIG as of Q3 2021.

  • Carroll Financial Associates reported no remaining Avantis Core Fixed Income ETF position as of Q3 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 4,625 Avantis Core Fixed Income ETF shares in Q3 2021, an estimated $228K.
  • Carroll Financial Associates first reported a position in Avantis Core Fixed Income ETF in Q1 2021 and held it in 2 quarters.
  • Carroll Financial Associates's Avantis Core Fixed Income ETF position peaked at $231K in Q1 2021.
  • 17 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q3 2021.

Based on Carroll Financial Associates's 13F filing for Q3 2021, filed 7 Oct 2021.