OWM
Opes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $922K | Buy |
13,654
+1,764
| +15% | +$119K | 0.16% | 74 |
|
|
2025
Q1 | $713K | Buy |
11,890
+5,295
| +80% | +$318K | 0.14% | 73 |
|
|
2024
Q4 | $367K | Sell |
6,595
-450
| -6% | -$25.1K | 0.08% | 101 |
|
|
2024
Q3 | $427K | Buy |
7,045
+295
| +4% | +$17.9K | 0.08% | 92 |
|
|
2024
Q2 | $375K | Sell |
6,750
-30
| -0.4% | -$1.67K | 0.08% | 94 |
|
|
2024
Q1 | $386K | Buy |
6,780
+268
| +4% | +$15.3K | 0.09% | 96 |
|
|
2023
Q4 | $351K | Buy |
+6,512
| New | +$351K | 0.08% | 96 |
|