Trellis Wealth Advisors’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.29M Sell
2025
Q1
$2.09M Buy
2024
Q4
$2.22M Sell
2024
Q3
$2.22M Buy
2024
Q2
$2.1M Buy
2024
Q1
$2.09M Buy
2023
Q4
$1.91M Buy
2023
Q3
$277K Buy