Vestment Financial LLC historic quarter change: Foreign ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (depositary receipts and foreign shares traded over the counter), over 6 quarters from 2024-12-31 to 2026-06-30, Vestment Financial LLC opened 2 positions, added to 9, reduced 1 and sold out of 2.
- Q2 2026: Stock AVSD; Country of operation —; Class AVANTIS RESPONSI; Shares before 16,111.
- Q2 2026: Stock AVSE; Country of operation —; Class AVANTIS RESPONSI; Shares before 7,792.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2056705), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-01); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-16); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-15); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
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