WealthShield Partners’s Avantis Responsible International Equity ETF AVSD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-6,200
| Closed | -$372K | – | 556 |
|
2025
Q1 | $372K | Buy |
6,200
+1,000
| +19% | +$60K | 0.05% | 244 |
|
2024
Q4 | $290K | Sell |
5,200
-1,150
| -18% | -$64K | 0.04% | 249 |
|
2024
Q3 | $385K | Hold |
6,350
| – | – | 0.05% | 227 |
|
2024
Q2 | $353K | Buy |
6,350
+1,600
| +34% | +$88.9K | 0.05% | 228 |
|
2024
Q1 | $270K | Buy |
4,750
+1,000
| +27% | +$56.9K | 0.04% | 243 |
|
2023
Q4 | $202K | Buy |
3,750
+150
| +4% | +$8.08K | 0.03% | 278 |
|
2023
Q3 | $177K | Hold |
3,600
| – | – | 0.03% | 297 |
|
2023
Q2 | $184K | Buy |
3,600
+500
| +16% | +$25.6K | 0.03% | 299 |
|
2023
Q1 | $157K | Buy |
+3,100
| New | +$157K | 0.03% | 304 |
|