Elevation Wealth Partners’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.3K | Buy |
499
+5
| +1% | +$293 | 0.01% | 286 |
|
|
2025
Q1 | $25.4K | Buy |
+494
| New | +$25.4K | 0.01% | 293 |
|
|
2024
Q4 | – | Sell |
-484
| Closed | -$26.7K | – | 504 |
|
|
2024
Q3 | $26.7K | Hold |
484
| – | – | 0.01% | 279 |
|
|
2024
Q2 | $25K | Buy |
484
+4
| +0.8% | +$207 | 0.01% | 273 |
|
|
2024
Q1 | $23.5K | Buy |
480
+12
| +3% | +$588 | 0.01% | 284 |
|
|
2023
Q4 | $21K | Hold |
468
| – | – | 0.01% | 279 |
|
|
2023
Q3 | $21K | Hold |
468
| – | – | 0.02% | 206 |
|
|
2023
Q2 | $21.5K | Buy |
468
+4
| +0.9% | +$184 | 0.02% | 210 |
|
|
2023
Q1 | $20.8K | Buy |
+464
| New | +$20.8K | 0.02% | 217 |
|