Grand 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 | $64.1K | Sell |
934
-691
| -43% | -$47.4K | 0.03% | 52 |
|
|
2025
Q1 | $101K | Buy |
1,625
+691
| +74% | +$43.1K | 0.06% | 46 |
|
|
2024
Q4 | $61.8K | Hold |
934
| – | – | 0.03% | 46 |
|
|
2024
Q3 | $61K | Hold |
934
| – | – | 0.03% | 47 |
|
|
2024
Q2 | $57.7K | Hold |
934
| – | – | 0.03% | 47 |
|
|
2024
Q1 | $57.4K | Hold |
934
| – | – | 0.03% | 58 |
|
|
2023
Q4 | $52.5K | Buy |
+934
| New | +$52.5K | 0.03% | 60 |
|