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