Journey Strategic Wealth’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 | $1.09M | Buy |
15,881
+389
| +3% | +$26.7K | 0.04% | 157 |
|
|
2025
Q1 | $966K | Sell |
15,492
-595
| -4% | -$37.1K | 0.03% | 138 |
|
|
2024
Q4 | $1.06M | Sell |
16,087
-1,003
| -6% | -$66.3K | 0.04% | 119 |
|
|
2024
Q3 | $1.12M | Buy |
17,090
+792
| +5% | +$51.7K | 0.04% | 117 |
|
|
2024
Q2 | $1.01M | Buy |
16,298
+2,563
| +19% | +$158K | 0.04% | 90 |
|
|
2024
Q1 | $844K | Sell |
13,735
-7,386
| -35% | -$454K | 0.04% | 87 |
|
|
2023
Q4 | $1.19M | Sell |
21,121
-1,492
| -7% | -$83.8K | 0.06% | 52 |
|
|
2023
Q3 | $1.12M | Buy |
22,613
+633
| +3% | +$31.4K | 0.05% | 52 |
|
|
2023
Q2 | $1.13M | Buy |
21,980
+4,467
| +26% | +$231K | 0.05% | 50 |
|
|
2023
Q1 | $846K | Buy |
17,513
+1,366
| +8% | +$66K | 0.09% | 66 |
|
|
2022
Q4 | $739K | Buy |
+16,147
| New | +$739K | 0.09% | 72 |
|