SWM
Seaside Wealth Management’s Avantis Real Estate ETF AVRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
229,823
+8,436
| +4% | +$373K | 3.23% | 9 |
|
|
2025
Q1 | $9.52M | Buy |
221,387
+11,879
| +6% | +$511K | 3.4% | 9 |
|
|
2024
Q4 | $8.78M | Buy |
209,508
+16,552
| +9% | +$694K | 3.21% | 9 |
|
|
2024
Q3 | $9.1M | Buy |
192,956
+7,316
| +4% | +$345K | 3.44% | 8 |
|
|
2024
Q2 | $7.65M | Buy |
185,640
+7,321
| +4% | +$302K | 3.17% | 8 |
|
|
2024
Q1 | $7.54M | Buy |
178,319
+4,536
| +3% | +$192K | 3.22% | 9 |
|
|
2023
Q4 | $7.53M | Buy |
173,783
+8,019
| +5% | +$347K | 3.44% | 9 |
|
|
2023
Q3 | $6.23M | Buy |
165,764
+11,927
| +8% | +$448K | 3.16% | 9 |
|
|
2023
Q2 | $6.3M | Buy |
+153,837
| New | +$6.3M | 3.26% | 8 |
|