Tortoise Investment Management’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 | $365K | Hold |
5,320
| – | – | 0.03% | 169 |
|
|
2025
Q1 | $332K | Buy |
5,320
+590
| +12% | +$36.8K | 0.03% | 165 |
|
|
2024
Q4 | $313K | Buy |
4,730
+300
| +7% | +$19.8K | 0.03% | 183 |
|
|
2024
Q3 | $289K | Buy |
4,430
+520
| +13% | +$34K | 0.03% | 194 |
|
|
2024
Q2 | $241K | Hold |
3,910
| – | – | 0.03% | 196 |
|
|
2024
Q1 | $240K | Hold |
3,910
| – | – | 0.03% | 194 |
|
|
2023
Q4 | $220K | Hold |
3,910
| – | – | 0.03% | 197 |
|
|
2023
Q3 | $194K | Hold |
3,910
| – | – | 0.03% | 196 |
|
|
2023
Q2 | $202K | Hold |
3,910
| – | – | 0.03% | 195 |
|
|
2023
Q1 | $189K | Hold |
3,910
| – | – | 0.03% | 194 |
|
|
2022
Q4 | $179K | Hold |
3,910
| – | – | 0.03% | 193 |
|
|
2022
Q3 | $166K | Buy |
3,910
+800
| +26% | +$34K | 0.03% | 195 |
|
|
2022
Q2 | $138K | Buy |
+3,110
| New | +$138K | 0.03% | 200 |
|