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Highland Financial Advisors’s Avantis Inflation Focused Equity ETF AVIE Stock Holding History

Highland Financial Advisors’s Portfolio AVIE Stock Details AVIE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-182,718
Closed -$10.1M – 45
2023
Q1 		$10.1M Buy
182,718
+29,467
+19% +$1.63M 5.5% 5
2022
Q4 		$8.82M Buy
+153,251
New +$8.82M 5.19% 6