TWA
Trellis Wealth Advisors’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Buy |
8,970
+6
| +0.1% | +$352 | 0.23% | 26 |
|
|
2025
Q1 | $461K | Hold |
8,964
| – | – | 0.22% | 24 |
|
|
2024
Q4 | $452K | Sell |
8,964
-90
| -1% | -$4.54K | 0.23% | 22 |
|
|
2024
Q3 | $501K | Hold |
9,054
| – | – | 0.25% | 22 |
|
|
2024
Q2 | $469K | Buy |
9,054
+4
| +0% | +$207 | 0.26% | 21 |
|
|
2024
Q1 | $444K | Hold |
9,050
| – | – | 0.25% | 19 |
|
|
2023
Q4 | $434K | Buy |
+9,050
| New | +$434K | 0.24% | 26 |
|