Equita Financial Network’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
$7.5M Sell
169,789
-12,151
-7% -$537K 2.98% 8
2025
Q1
$7.83M Buy
181,940
+23,908
+15% +$1.03M 2.73% 9
2024
Q4
$6.62M Buy
158,032
+9,936
+7% +$417K 2.39% 14
2024
Q3
$6.98M Buy
148,096
+16,935
+13% +$798K 2.55% 13
2024
Q2
$5.41M Buy
131,161
+16,954
+15% +$699K 2.26% 16
2024
Q1
$4.83M Buy
114,207
+26,081
+30% +$1.1M 2.17% 17
2023
Q4
$3.82M Sell
88,126
-1,872
-2% -$81.1K 2.03% 20
2023
Q3
$3.38M Buy
+89,998
New +$3.38M 2.08% 19