Schwarz Dygos Wheeler Investment Advisors’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
$411K Buy
5,986
+92
+2% +$6.31K 0.09% 112
2025
Q1
$368K Buy
5,894
+373
+7% +$23.3K 0.09% 117
2024
Q4
$365K Buy
5,521
+2,049
+59% +$136K 0.09% 114
2024
Q3
$227K Buy
+3,472
New +$227K 0.06% 143