MWM
Merriman Wealth Management’s Avantis Responsible US Equity ETF AVSU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $21.1M | Buy |
319,392
+8,921
| +3% | +$590K | 0.88% | 20 |
|
|
2024
Q3 | $20.3M | Buy |
310,471
+10,990
| +4% | +$718K | 0.82% | 19 |
|
|
2024
Q2 | $18.5M | Buy |
299,481
+9,916
| +3% | +$612K | 0.81% | 18 |
|
|
2024
Q1 | $17.8M | Buy |
289,565
+6,730
| +2% | +$413K | 0.79% | 19 |
|
|
2023
Q4 | $15.9M | Buy |
282,835
+10,772
| +4% | +$605K | 0.77% | 21 |
|
|
2023
Q3 | $13.5M | Buy |
272,063
+215,449
| +381% | +$10.7M | 0.7% | 22 |
|
|
2023
Q2 | $2.92M | Buy |
56,614
+10,400
| +23% | +$537K | 0.14% | 69 |
|
|
2023
Q1 | $2.23M | Sell |
46,214
-876
| -2% | -$42.3K | 0.12% | 63 |
|
|
2022
Q4 | $2.15M | Buy |
47,090
+28,087
| +148% | +$1.28M | 0.11% | 70 |
|
|
2022
Q3 | $807K | Buy |
+19,003
| New | +$807K | 0.05% | 75 |
|