GeoWealth 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 | $1.03M | Sell |
23,363
-607
| -3% | -$26.8K | 0.04% | 247 |
|
|
2025
Q1 | $1.03M | Sell |
23,970
-4,784
| -17% | -$206K | 0.04% | 252 |
|
|
2024
Q4 | $1.21M | Buy |
28,754
+2,078
| +8% | +$87.1K | 0.04% | 266 |
|
|
2024
Q3 | $1.26M | Sell |
26,676
-8,993
| -25% | -$424K | 0.04% | 257 |
|
|
2024
Q2 | $1.47M | Sell |
35,669
-614
| -2% | -$25.3K | 0.06% | 203 |
|
|
2024
Q1 | $1.53M | Buy |
+36,283
| New | +$1.53M | 0.06% | 219 |
|