Kelman-Lazarov Inc’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 | $744K | Sell |
10,838
-394
| -4% | -$27K | 0.12% | 61 |
|
|
2025
Q1 | $700K | Buy |
11,232
+491
| +5% | +$30.6K | 0.13% | 62 |
|
|
2024
Q4 | $710K | Buy |
10,741
+756
| +8% | +$50K | 0.13% | 60 |
|
|
2024
Q3 | $652K | Buy |
9,985
+1,137
| +13% | +$74.2K | 0.11% | 65 |
|
|
2024
Q2 | $546K | Buy |
8,848
+4,842
| +121% | +$299K | 0.1% | 68 |
|
|
2024
Q1 | $246K | Hold |
4,006
| – | – | 0.05% | 95 |
|
|
2023
Q4 | $225K | Buy |
+4,006
| New | +$225K | 0.05% | 97 |
|
|
2023
Q3 | – | Sell |
-4,470
| Closed | -$231K | – | 98 |
|
|
2023
Q2 | $231K | Hold |
4,470
| – | – | 0.06% | 92 |
|
|
2023
Q1 | $216K | Hold |
4,470
| – | – | 0.06% | 91 |
|
|
2022
Q4 | $204K | Buy |
+4,470
| New | +$204K | 0.06% | 91 |
|