Willow Creek Wealth Management’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 | $6.3M | Buy |
91,791
+23,699
| +35% | +$1.63M | 0.57% | 34 |
|
|
2025
Q1 | $4.25M | Buy |
68,092
+4,020
| +6% | +$251K | 0.41% | 37 |
|
|
2024
Q4 | $4.24M | Buy |
64,072
+1,143
| +2% | +$75.6K | 0.43% | 36 |
|
|
2024
Q3 | $4.11M | Buy |
62,929
+4,397
| +8% | +$287K | 0.43% | 38 |
|
|
2024
Q2 | $3.61M | Buy |
58,532
+478
| +0.8% | +$29.5K | 0.41% | 39 |
|
|
2024
Q1 | $3.57M | Sell |
58,054
-1,442
| -2% | -$88.6K | 0.42% | 37 |
|
|
2023
Q4 | $3.34M | Sell |
59,496
-3,179
| -5% | -$179K | 0.42% | 38 |
|
|
2023
Q3 | $3.11M | Buy |
62,675
+2,104
| +3% | +$104K | 0.46% | 32 |
|
|
2023
Q2 | $3.13M | Sell |
60,571
-632
| -1% | -$32.6K | 0.44% | 34 |
|
|
2023
Q1 | $2.96M | Buy |
61,203
+5,624
| +10% | +$272K | 0.46% | 32 |
|
|
2022
Q4 | $2.54M | Sell |
55,579
-36,709
| -40% | -$1.68M | 0.42% | 32 |
|
|
2022
Q3 | $3.92M | Buy |
92,288
+69,309
| +302% | +$2.94M | 0.76% | 18 |
|
|
2022
Q2 | $1.02M | Buy |
+22,979
| New | +$1.02M | 0.19% | 51 |
|