VP Avantis Global Equity Allocation Fund AVIE Holdings History
VP Avantis Global Equity Allocation Fund's Avantis Inflation Focused Equity ETF Holding Summary
As of 2024-12-31, VP Avantis Global Equity Allocation Fund held 494.00 shares of Avantis Inflation Focused Equity ETF(AVIE), totaling $29,710.00. This investment constitutes 5.04% of their stock portfolio, and VP Avantis Global Equity Allocation Fund now holds 0.62% of the outstanding Avantis Inflation Focused Equity ETF(AVIE) stock.
The initial trade took place in 2023Q3. And since then VP Avantis Global Equity Allocation Fund has made 2 purchases of AVIE, at an average price of $57.40, for a total of 494.00 shares. Based on historical transaction data and AVIE's current price of $60.93, VP Avantis Global Equity Allocation Fund's estimated gain on his AVIE holdings is $1,743.71, reflecting a 6.15% gain to date.
VP Avantis Global Equity Allocation Fund AVIE ($60.93) Holding Chart
VP Avantis Global Equity Allocation Fund AVIE ($60.93) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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