Waverly Advisors’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 | $9.23M | Sell |
134,616
-3,241
| -2% | -$222K | 0.1% | 201 |
|
|
2025
Q1 | $8.6M | Sell |
137,857
-1,662
| -1% | -$104K | 0.1% | 199 |
|
|
2024
Q4 | $9.23M | Sell |
139,519
-1,117
| -0.8% | -$73.9K | 0.14% | 150 |
|
|
2024
Q3 | $9.18M | Sell |
140,636
-564
| -0.4% | -$36.8K | 0.17% | 133 |
|
|
2024
Q2 | $8.72M | Sell |
141,200
-2,725
| -2% | -$168K | 0.17% | 125 |
|
|
2024
Q1 | $8.84M | Buy |
143,925
+4,760
| +3% | +$292K | 0.21% | 95 |
|
|
2023
Q4 | $7.82M | Sell |
139,165
-9,436
| -6% | -$530K | 0.29% | 57 |
|
|
2023
Q3 | $7.36M | Sell |
148,601
-7,865
| -5% | -$390K | 0.32% | 58 |
|
|
2023
Q2 | $8.08M | Buy |
+156,466
| New | +$8.08M | 0.35% | 51 |
|