Vanguard Personalized Indexing Management’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,104
| Closed | -$836K | – | 1373 |
|
|
2022
Q3 | $836K | Buy |
9,104
+690
| +8% | +$63.4K | 0.04% | 556 |
|
|
2022
Q2 | $594K | Sell |
8,414
-586
| -7% | -$41.4K | 0.03% | 731 |
|
|
2022
Q1 | $896K | Buy |
9,000
+4,929
| +121% | +$491K | 0.04% | 513 |
|
|
2021
Q4 | $526K | Buy |
4,071
+343
| +9% | +$44.3K | 0.03% | 687 |
|
|
2021
Q3 | $652K | Sell |
3,728
-473
| -11% | -$82.7K | 0.06% | 390 |
|
|
2021
Q2 | $680K | Buy |
+4,201
| New | +$680K | 0.07% | 352 |
|