WCWM
Willow Creek Wealth Management’s Avantis Responsible International Equity ETF AVSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Buy |
216,488
+13,066
| +6% | +$883K | 1.32% | 23 |
|
|
2025
Q1 | $12.2M | Buy |
203,422
+2,315
| +1% | +$139K | 1.19% | 25 |
|
|
2024
Q4 | $11.2M | Buy |
201,107
+6,212
| +3% | +$346K | 1.14% | 23 |
|
|
2024
Q3 | $11.8M | Buy |
194,895
+9,257
| +5% | +$561K | 1.24% | 23 |
|
|
2024
Q2 | $10.3M | Buy |
185,638
+272
| +0.1% | +$15.1K | 1.17% | 23 |
|
|
2024
Q1 | $10.6M | Sell |
185,366
-11,076
| -6% | -$631K | 1.23% | 22 |
|
|
2023
Q4 | $10.6M | Buy |
196,442
+789
| +0.4% | +$42.5K | 1.33% | 22 |
|
|
2023
Q3 | $9.6M | Sell |
195,653
-351
| -0.2% | -$17.2K | 1.43% | 15 |
|
|
2023
Q2 | $10M | Buy |
196,004
+402
| +0.2% | +$20.6K | 1.42% | 16 |
|
|
2023
Q1 | $9.89M | Buy |
195,602
+5,756
| +3% | +$291K | 1.53% | 14 |
|
|
2022
Q4 | $8.94M | Buy |
189,846
+96,256
| +103% | +$4.53M | 1.48% | 14 |
|
|
2022
Q3 | $3.78M | Buy |
93,590
+65,019
| +228% | +$2.63M | 0.73% | 19 |
|
|
2022
Q2 | $1.3M | Buy |
+28,571
| New | +$1.3M | 0.24% | 43 |
|