FMB Wealth Management’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 | $763K | Buy |
11,118
+4,955
| +80% | +$340K | 0.36% | 42 |
|
|
2025
Q1 | $384K | Buy |
6,163
+156
| +3% | +$9.73K | 0.21% | 49 |
|
|
2024
Q4 | $397K | Hold |
6,007
| – | – | 0.22% | 50 |
|
|
2024
Q3 | $392K | Hold |
6,007
| – | – | 0.22% | 49 |
|
|
2024
Q2 | $371K | Hold |
6,007
| – | – | 0.28% | 48 |
|
|
2024
Q1 | $369K | Hold |
6,007
| – | – | 0.29% | 46 |
|
|
2023
Q4 | $338K | Hold |
6,007
| – | – | 0.31% | 44 |
|
|
2023
Q3 | $298K | Sell |
6,007
-577
| -9% | -$28.6K | 0.32% | 41 |
|
|
2023
Q2 | $340K | Hold |
6,584
| – | – | 0.36% | 40 |
|
|
2023
Q1 | $318K | Buy |
6,584
+81
| +1% | +$3.91K | 0.38% | 36 |
|
|
2022
Q4 | $297K | Buy |
+6,503
| New | +$297K | 0.38% | 35 |
|