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

Highland Financial Advisors’s Portfolio AVIE Stock Details AVIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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%	+$1.66M	5.5%	5
2022 Q4	$8.82M	Buy	+153,251	New	+$8.67M	5.19%	6

Other funds holding AVIE

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Highland Financial Advisors's AVIE Position: Q2 2023 in Review

Highland Financial Advisors sold out of Avantis Inflation Focused Equity ETF (AVIE) in Q2 2023, closing a stake of 182,718 shares — an estimated $10.1M sold.

Highland Financial Advisors first reported a position in AVIE in Q4 2022 and held it in 2 quarters. The position peaked at $10.1M in Q1 2023. 5 funds tracked by Wall St. Rank hold AVIE as of Q2 2023.

Highland Financial Advisors reported no remaining Avantis Inflation Focused Equity ETF position as of Q2 2023 after selling out during the quarter.
Highland Financial Advisors sold 182,718 Avantis Inflation Focused Equity ETF shares in Q2 2023, an estimated $10.1M.
Highland Financial Advisors first reported a position in Avantis Inflation Focused Equity ETF in Q4 2022 and held it in 2 quarters.
Highland Financial Advisors's Avantis Inflation Focused Equity ETF position peaked at $10.1M in Q1 2023.
5 funds tracked by Wall St. Rank held Avantis Inflation Focused Equity ETF as of Q2 2023.

Based on Highland Financial Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.