Axxcess Wealth Management’s Avantis Real Estate ETF AVRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$887K Buy
20,090
+1,818
+10% +$80.3K 0.02% 455
2025
Q1
$786K Buy
18,272
+922
+5% +$39.7K 0.02% 448
2024
Q4
$727K Buy
17,350
+1,592
+10% +$66.7K 0.02% 472
2024
Q3
$743K Buy
15,758
+9,342
+146% +$440K 0.02% 459
2024
Q2
$264K Buy
+6,416
New +$264K 0.01% 692