Silicon Hills Wealth Management’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Silicon Hills Wealth Management’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
2023 Q1	–	Sell	-14,956	Closed	-$613K	–	86
2022 Q4	$613K	Sell	14,956 -747	-5%	-$30.5K	0.46%	49
2022 Q3	$636K	Buy	15,703 +625	+4%	+$26.7K	0.5%	43
2022 Q2	$646K	Buy	+15,078	New	+$655K	0.47%	47

Other funds holding AVIG

HIGP

Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return

VFP

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

BWS

BCR Wealth Strategies Vestavia, Alabama $319M AUM 14.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MWM

Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

RLIM

Red Lighthouse Investment Management New York $296M AUM 22.04% 1-Year Est. Return

Silicon Hills Wealth Management's AVIG Position: Q1 2023 in Review

Silicon Hills Wealth Management sold out of Avantis Core Fixed Income ETF (AVIG) in Q1 2023, closing a stake of 14,956 shares — an estimated $613K sold.

Silicon Hills Wealth Management first reported a position in AVIG in Q2 2022 and held it in 3 quarters. The position peaked at $646K in Q2 2022. 57 funds tracked by Wall St. Rank hold AVIG as of Q1 2023.

Silicon Hills Wealth Management reported no remaining Avantis Core Fixed Income ETF position as of Q1 2023 after selling out during the quarter.
Silicon Hills Wealth Management sold 14,956 Avantis Core Fixed Income ETF shares in Q1 2023, an estimated $613K.
Silicon Hills Wealth Management first reported a position in Avantis Core Fixed Income ETF in Q2 2022 and held it in 3 quarters.
Silicon Hills Wealth Management's Avantis Core Fixed Income ETF position peaked at $646K in Q2 2022.
57 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.