Trademark Financial 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 | $3.18M | Buy |
46,353
+2,156
| +5% | +$148K | 1.94% | 17 |
|
2025
Q1 | $2.76M | Sell |
44,197
-3,142
| -7% | -$196K | 2.1% | 14 |
|
2024
Q4 | $3.13M | Buy |
47,339
+17,511
| +59% | +$1.16M | 2.49% | 10 |
|
2024
Q3 | $1.95M | Buy |
29,828
+229
| +0.8% | +$15K | 1.55% | 15 |
|
2024
Q2 | $1.83M | Sell |
29,599
-422
| -1% | -$26.1K | 1.49% | 15 |
|
2024
Q1 | $1.84M | Buy |
30,021
+6,877
| +30% | +$422K | 1.53% | 14 |
|
2023
Q4 | $1.3M | Buy |
+23,144
| New | +$1.3M | 0.95% | 22 |
|