MWM
Merriman Wealth Management’s Avantis Responsible International Equity ETF AVSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.81M | Buy |
68,364
+711
| +1% | +$39.6K | 0.16% | 48 |
|
|
2024
Q3 | $4.1M | Sell |
67,653
-1,261
| -2% | -$76.4K | 0.17% | 59 |
|
|
2024
Q2 | $3.83M | Sell |
68,914
-2,807
| -4% | -$156K | 0.17% | 61 |
|
|
2024
Q1 | $4.08M | Buy |
71,721
+14
| +0% | +$797 | 0.18% | 58 |
|
|
2023
Q4 | $3.86M | Buy |
71,707
+11,176
| +18% | +$602K | 0.19% | 58 |
|
|
2023
Q3 | $2.97M | Sell |
60,531
-1,813
| -3% | -$88.9K | 0.15% | 47 |
|
|
2023
Q2 | $3.19M | Buy |
62,344
+6,543
| +12% | +$335K | 0.16% | 67 |
|
|
2023
Q1 | $2.82M | Sell |
55,801
-1,024
| -2% | -$51.8K | 0.15% | 58 |
|
|
2022
Q4 | $2.67M | Buy |
56,825
+28,492
| +101% | +$1.34M | 0.14% | 64 |
|
|
2022
Q3 | $1.14M | Buy |
28,333
+23,892
| +538% | +$965K | 0.08% | 56 |
|
|
2022
Q2 | $201K | Buy |
+4,441
| New | +$201K | 0.01% | 159 |
|