BetterWealth’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 | $13.9M | Buy |
314,040
+7,579
| +2% | +$335K | 3.55% | 8 |
|
|
2025
Q1 | $13.2M | Buy |
306,461
+21,405
| +8% | +$921K | 3.7% | 7 |
|
|
2024
Q4 | $11.9M | Buy |
285,056
+3,988
| +1% | +$167K | 3.29% | 6 |
|
|
2024
Q3 | $13.2M | Buy |
281,068
+6,272
| +2% | +$296K | 3.92% | 9 |
|
|
2024
Q2 | $11.3M | Buy |
274,796
+7,753
| +3% | +$320K | 3.61% | 10 |
|
|
2024
Q1 | $11.3M | Buy |
267,043
+106,823
| +67% | +$4.52M | 3.68% | 10 |
|
|
2023
Q4 | $6.94M | Sell |
160,220
-97,736
| -38% | -$4.23M | 2.37% | 10 |
|
|
2023
Q3 | $9.69M | Buy |
257,956
+4,971
| +2% | +$187K | 3.9% | 10 |
|
|
2023
Q2 | $10.4M | Buy |
252,985
+3,496
| +1% | +$143K | 4.03% | 10 |
|
|
2023
Q1 | $10.3M | Sell |
249,489
-71
| -0% | -$2.94K | 4.19% | 9 |
|
|
2022
Q4 | $10.3M | Buy |
+249,560
| New | +$10.3M | 4.62% | 9 |
|