Leading Edge Financial Planning’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
$5.57M Buy
126,027
+21,909
+21% +$968K 1.55% 14
2025
Q1
$4.48M Buy
104,118
+23,782
+30% +$1.02M 1.4% 15
2024
Q4
$3.37M Buy
80,336
+24,281
+43% +$1.02M 1.1% 16
2024
Q3
$2.64M Buy
56,055
+28,584
+104% +$1.35M 0.89% 14
2024
Q2
$1.13M Buy
+27,471
New +$1.13M 0.45% 23