RLIM
Red Lighthouse Investment Management’s Avantis Responsible US Equity ETF AVSU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $171K | Buy |
2,490
+159
| +7% | +$10.9K | 0.07% | 76 |
|
|
2025
Q1 | $143K | Buy |
2,331
+264
| +13% | +$16.2K | 0.06% | 73 |
|
|
2024
Q4 | $137K | Sell |
2,067
-275
| -12% | -$18.2K | 0.05% | 78 |
|
|
2024
Q3 | $153K | Hold |
2,342
| – | – | 0.06% | 75 |
|
|
2024
Q2 | $145K | Buy |
2,342
+11
| +0.5% | +$679 | 0.06% | 74 |
|
|
2024
Q1 | $143K | Hold |
2,331
| – | – | 0.06% | 73 |
|
|
2023
Q4 | $131K | Buy |
2,331
+305
| +15% | +$17.1K | 0.05% | 75 |
|
|
2023
Q3 | $100K | Buy |
2,026
+69
| +4% | +$3.42K | 0.05% | 73 |
|
|
2023
Q2 | $101K | Hold |
1,957
| – | – | 0.05% | 72 |
|
|
2023
Q1 | $94.5K | Buy |
1,957
+20
| +1% | +$966 | 0.05% | 73 |
|
|
2022
Q4 | $88.6K | Buy |
+1,937
| New | +$88.6K | 0.04% | 75 |
|