WP
WMS Partners’s Avantis Responsible US Equity ETF AVSU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-23,924
| Closed | -$1.58M | – | 28 |
|
|
2024
Q4 | $1.58M | Buy |
23,924
+586
| +3% | +$38.7K | 0.09% | 90 |
|
|
2024
Q3 | $1.52M | Buy |
23,338
+2,534
| +12% | +$165K | 0.09% | 91 |
|
|
2024
Q2 | $1.28M | Buy |
20,804
+8,055
| +63% | +$497K | 0.08% | 88 |
|
|
2024
Q1 | $783K | Buy |
12,749
+2,352
| +23% | +$144K | 0.05% | 115 |
|
|
2023
Q4 | $584K | Buy |
10,397
+2,122
| +26% | +$119K | 0.04% | 142 |
|
|
2023
Q3 | $410K | Buy |
8,275
+991
| +14% | +$49.1K | 0.03% | 167 |
|
|
2023
Q2 | $376K | Buy |
7,284
+2,789
| +62% | +$144K | 0.03% | 188 |
|
|
2023
Q1 | $217K | Buy |
+4,495
| New | +$217K | 0.02% | 249 |
|