Elevation Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.5K | Buy |
984
+3
| +0.3% | +$206 | 0.03% | 206 |
|
|
2025
Q1 | $61.2K | Buy |
+981
| New | +$61.2K | 0.03% | 210 |
|
|
2024
Q4 | – | Sell |
-975
| Closed | -$63.6K | – | 506 |
|
|
2024
Q3 | $63.6K | Buy |
975
+4
| +0.4% | +$261 | 0.03% | 200 |
|
|
2024
Q2 | $60K | Buy |
971
+3
| +0.3% | +$185 | 0.03% | 200 |
|
|
2024
Q1 | $59.5K | Buy |
968
+6
| +0.6% | +$369 | 0.03% | 201 |
|
|
2023
Q4 | $47.7K | Hold |
962
| – | – | 0.03% | 213 |
|
|
2023
Q3 | $47.7K | Buy |
962
+409
| +74% | +$20.3K | 0.04% | 153 |
|
|
2023
Q2 | $28.6K | Buy |
553
+2
| +0.4% | +$103 | 0.02% | 193 |
|
|
2023
Q1 | $26.6K | Buy |
+551
| New | +$26.6K | 0.02% | 197 |
|