OneDigital Investment Advisors’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 | $4.36M | Sell |
98,661
-18,491
| -16% | -$817K | 0.05% | 264 |
|
|
2025
Q1 | $5.04M | Sell |
117,152
-4,028
| -3% | -$173K | 0.06% | 230 |
|
|
2024
Q4 | $5.08M | Sell |
121,180
-730
| -0.6% | -$30.6K | 0.06% | 238 |
|
|
2024
Q3 | $5.75M | Buy |
121,910
+158
| +0.1% | +$7.45K | 0.07% | 229 |
|
|
2024
Q2 | $5.02M | Buy |
121,752
+1,274
| +1% | +$52.5K | 0.06% | 233 |
|
|
2024
Q1 | $5.09M | Sell |
120,478
-67
| -0.1% | -$2.83K | 0.08% | 198 |
|
|
2023
Q4 | $5.22M | Buy |
120,545
+49,564
| +70% | +$2.15M | 0.09% | 180 |
|
|
2023
Q3 | $2.67M | Buy |
70,981
+10,016
| +16% | +$376K | 0.06% | 226 |
|
|
2023
Q2 | $2.5M | Buy |
+60,965
| New | +$2.5M | 0.06% | 237 |
|