TCI Wealth 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 | $344K | Hold |
5,017
| – | – | 0.02% | 175 |
|
|
2025
Q1 | $313K | Sell |
5,017
-158
| -3% | -$9.85K | 0.03% | 166 |
|
|
2024
Q4 | $342K | Hold |
5,175
| – | – | 0.03% | 160 |
|
|
2024
Q3 | $338K | Hold |
5,175
| – | – | 0.03% | 164 |
|
|
2024
Q2 | $320K | Hold |
5,175
| – | – | 0.03% | 167 |
|
|
2024
Q1 | $318K | Sell |
5,175
-843
| -14% | -$51.8K | 0.03% | 165 |
|
|
2023
Q4 | $338K | Sell |
6,018
-211
| -3% | -$11.9K | 0.04% | 148 |
|
|
2023
Q3 | $309K | Sell |
6,229
-69
| -1% | -$3.42K | 0.04% | 150 |
|
|
2023
Q2 | $325K | Sell |
6,298
-347
| -5% | -$17.9K | 0.04% | 144 |
|
|
2023
Q1 | $321K | Sell |
6,645
-227
| -3% | -$11K | 0.04% | 144 |
|
|
2022
Q4 | $314K | Buy |
+6,872
| New | +$314K | 0.04% | 135 |
|