SHFA
SC&H Financial Advisors’s Avantis Real Estate ETF AVRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
26,838
+1,310
| +5% | +$57.9K | 0.2% | 58 |
|
|
2025
Q1 | $1.1M | Buy |
25,528
+1,844
| +8% | +$79.3K | 0.22% | 57 |
|
|
2024
Q4 | $993K | Sell |
23,684
-441
| -2% | -$18.5K | 0.21% | 59 |
|
|
2024
Q3 | $1.14M | Sell |
24,125
-595
| -2% | -$28K | 0.25% | 56 |
|
|
2024
Q2 | $1.02M | Sell |
24,720
-1,218
| -5% | -$50.2K | 0.25% | 55 |
|
|
2024
Q1 | $1.1M | Buy |
25,938
+1,240
| +5% | +$52.4K | 0.29% | 53 |
|
|
2023
Q4 | $1.07M | Sell |
24,698
-6,278
| -20% | -$272K | 0.31% | 50 |
|
|
2023
Q3 | $1.16M | Buy |
30,976
+3,190
| +11% | +$120K | 0.39% | 47 |
|
|
2023
Q2 | $1.14M | Buy |
27,786
+2,618
| +10% | +$107K | 0.38% | 50 |
|
|
2023
Q1 | $1.04M | Buy |
25,168
+4,913
| +24% | +$204K | 0.38% | 51 |
|
|
2022
Q4 | $833K | Buy |
+20,255
| New | +$833K | 0.35% | 62 |
|
|
2022
Q3 | – | Sell |
-9,717
| Closed | -$432K | – | 128 |
|
|
2022
Q2 | $432K | Sell |
9,717
-1,448
| -13% | -$64.4K | 0.2% | 90 |
|
|
2022
Q1 | $587K | Buy |
+11,165
| New | +$587K | 0.28% | 74 |
|