AWM
Austin 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 | $5.29M | Buy |
121,431
+47,375
| +64% | +$2.06M | 0.94% | 28 |
|
|
2025
Q1 | $3.16M | Buy |
74,056
+14,933
| +25% | +$637K | 0.63% | 36 |
|
|
2024
Q4 | $2.49M | Buy |
59,123
+6,505
| +12% | +$274K | 0.52% | 37 |
|
|
2024
Q3 | $2.44M | Buy |
52,618
+6,228
| +13% | +$288K | 0.53% | 36 |
|
|
2024
Q2 | $1.98M | Buy |
46,390
+4,693
| +11% | +$200K | 0.46% | 39 |
|
|
2024
Q1 | $1.73M | Buy |
41,697
+8,302
| +25% | +$344K | 0.43% | 40 |
|
|
2023
Q4 | $1.38M | Buy |
33,395
+16,089
| +93% | +$664K | 0.37% | 43 |
|
|
2023
Q3 | $685K | Buy |
+17,306
| New | +$685K | 0.21% | 58 |
|