VWA
AVIG icon

V Wealth Advisors’s Avantis Core Fixed Income ETF AVIG Stock Holding History

V Wealth Advisors’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
Q3 		– Sell
-13,545
Closed -$560K – 133
2023
Q2 		$560K Buy
+13,545
New +$565K 0.09% 186

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $319M AUM 14.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $513M AUM 17.04% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

V Wealth Advisors's AVIG Position: Q3 2023 in Review

V Wealth Advisors sold out of Avantis Core Fixed Income ETF (AVIG) in Q3 2023, closing a stake of 13,545 shares — an estimated $560K sold.

V Wealth Advisors first reported a position in AVIG in Q2 2023 and held it in 1 quarter. The position peaked at $560K in Q2 2023. 66 funds tracked by Wall St. Rank hold AVIG as of Q3 2023.

  • V Wealth Advisors reported no remaining Avantis Core Fixed Income ETF position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 13,545 Avantis Core Fixed Income ETF shares in Q3 2023, an estimated $560K.
  • V Wealth Advisors first reported a position in Avantis Core Fixed Income ETF in Q2 2023 and held it in 1 quarter.
  • V Wealth Advisors's Avantis Core Fixed Income ETF position peaked at $560K in Q2 2023.
  • 66 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.