Vanguard Personalized Indexing Management’s Avalara, Inc. AVLR Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio AVLR Stock Details AVLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-9,104	Closed	-$836K	–	1373
2022 Q3	$836K	Buy	9,104 +690	+8%	+$61.8K	0.04%	556
2022 Q2	$594K	Sell	8,414 -586	-7%	-$48.2K	0.03%	731
2022 Q1	$896K	Buy	9,000 +4,929	+121%	+$500K	0.04%	513
2021 Q4	$526K	Buy	4,071 +343	+9%	+$53.5K	0.03%	687
2021 Q3	$652K	Sell	3,728 -473	-11%	-$81.3K	0.06%	390
2021 Q2	$680K	Buy	+4,201	New	+$586K	0.07%	352

Other funds holding AVLR

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Vanguard Personalized Indexing Management's AVLR Position: Q4 2022 in Review

Vanguard Personalized Indexing Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 9,104 shares — an estimated $836K sold.

Vanguard Personalized Indexing Management first reported a position in AVLR in Q2 2021 and held it in 6 quarters. The position peaked at $896K in Q1 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Vanguard Personalized Indexing Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 9,104 Avalara, Inc. shares in Q4 2022, an estimated $836K.
Vanguard Personalized Indexing Management first reported a position in Avalara, Inc. in Q2 2021 and held it in 6 quarters.
Vanguard Personalized Indexing Management's Avalara, Inc. position peaked at $896K in Q1 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2022, filed 10 Feb 2023.