AWM
Aprio Wealth Management’s Avantis Real Estate ETF AVRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Sell |
60,957
-9,388
| -13% | -$415K | 0.3% | 58 |
|
|
2025
Q1 | $3.03M | Sell |
70,345
-6,409
| -8% | -$276K | 0.38% | 46 |
|
|
2024
Q4 | $3.22M | Sell |
76,754
-9,970
| -11% | -$418K | 0.47% | 38 |
|
|
2024
Q3 | $4.09M | Sell |
86,724
-429,495
| -83% | -$20.2M | 0.65% | 29 |
|
|
2024
Q2 | $21.3M | Buy |
516,219
+271,922
| +111% | +$11.2M | 3.88% | 5 |
|
|
2024
Q1 | $10.3M | Buy |
244,297
+44,367
| +22% | +$1.88M | 2.02% | 10 |
|
|
2023
Q4 | $8.66M | Buy |
199,930
+5,647
| +3% | +$245K | 1.93% | 11 |
|
|
2023
Q3 | $7.3M | Sell |
194,283
-23,389
| -11% | -$879K | 2.01% | 14 |
|
|
2023
Q2 | $8.91M | Buy |
+217,672
| New | +$8.91M | 2.44% | 12 |
|