TWA
Trellis Wealth Advisors’s Avantis Responsible US Equity ETF AVSU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Sell |
33,411
-164
| -0.5% | -$11.3K | 1% | 13 |
|
|
2025
Q1 | $2.09M | Buy |
33,575
+3
| +0% | +$187 | 1.02% | 13 |
|
|
2024
Q4 | $2.22M | Sell |
33,572
-382
| -1% | -$25.3K | 1.12% | 11 |
|
|
2024
Q3 | $2.22M | Buy |
33,954
+3
| +0% | +$196 | 1.11% | 12 |
|
|
2024
Q2 | $2.1M | Buy |
33,951
+2
| +0% | +$124 | 1.15% | 11 |
|
|
2024
Q1 | $2.09M | Buy |
33,949
+2
| +0% | +$123 | 1.18% | 11 |
|
|
2023
Q4 | $1.91M | Buy |
33,947
+28,359
| +507% | +$1.59M | 1.04% | 14 |
|
|
2023
Q3 | $277K | Buy |
+5,588
| New | +$277K | 0.17% | 29 |
|