MGW
MB Generational Wealth’s Avantis Real Estate ETF AVRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $396K | Sell |
9,214
-8,972
| -49% | -$386K | 0.3% | 35 |
|
|
2024
Q4 | $762K | Buy |
18,186
+5,450
| +43% | +$228K | 0.56% | 25 |
|
|
2024
Q3 | $600K | Buy |
12,736
+7,545
| +145% | +$356K | 0.43% | 29 |
|
|
2024
Q2 | $214K | Sell |
5,191
-3,450
| -40% | -$142K | 0.17% | 51 |
|
|
2024
Q1 | $365K | Sell |
8,641
-345
| -4% | -$14.6K | 0.29% | 32 |
|
|
2023
Q4 | $389K | Buy |
+8,986
| New | +$389K | 0.37% | 31 |
|