Wealthstream 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 | $2.64M | Buy |
38,440
+4,254
| +12% | +$292K | 0.44% | 24 |
|
|
2025
Q1 | $2.13M | Sell |
34,186
-801
| -2% | -$50K | 0.4% | 26 |
|
|
2024
Q4 | $2.31M | Buy |
34,987
+10,262
| +42% | +$679K | 0.43% | 27 |
|
|
2024
Q3 | $1.61M | Buy |
24,725
+800
| +3% | +$52.2K | 0.29% | 29 |
|
|
2024
Q2 | $1.48M | Buy |
23,925
+329
| +1% | +$20.3K | 0.54% | 28 |
|
|
2024
Q1 | $1.45M | Buy |
23,596
+390
| +2% | +$24K | 0.55% | 28 |
|
|
2023
Q4 | $1.3M | Buy |
23,206
+5,431
| +31% | +$305K | 0.54% | 25 |
|
|
2023
Q3 | $881K | Buy |
17,775
+932
| +6% | +$46.2K | 0.46% | 29 |
|
|
2023
Q2 | $870K | Buy |
16,843
+3,657
| +28% | +$189K | 0.46% | 29 |
|
|
2023
Q1 | $637K | Buy |
13,186
+7,303
| +124% | +$353K | 0.38% | 34 |
|
|
2022
Q4 | $269K | Buy |
+5,883
| New | +$269K | 0.18% | 58 |
|