FMB 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
$256K Buy
5,800
+533
+10% +$23.5K 0.12% 66
2025
Q1
$227K Buy
+5,267
New +$227K 0.13% 69
2024
Q4
Sell
-4,935
Closed -$233K 68
2024
Q3
$233K Hold
4,935
0.13% 64
2024
Q2
$203K Buy
+4,935
New +$203K 0.15% 68