Annapolis Financial Services’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,419
Closed -$79.7K 366
2023
Q4
$79.7K Buy
1,419
+56
+4% +$3.15K 0.02% 165
2023
Q3
$67.6K Hold
1,363
0.02% 168
2023
Q2
$70.4K Buy
1,363
+124
+10% +$6.4K 0.02% 163
2023
Q1
$59.8K Buy
1,239
+731
+144% +$35.3K 0.02% 164
2022
Q4
$23.2K Buy
+508
New +$23.2K 0.01% 230