ShankerValleau Wealth 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 | $14.9M | Buy |
337,781
+6,954
| +2% | +$307K | 4.26% | 7 |
|
|
2025
Q1 | $14.2M | Buy |
330,827
+9,325
| +3% | +$401K | 4.62% | 7 |
|
|
2024
Q4 | $13.5M | Buy |
321,502
+39,520
| +14% | +$1.66M | 4.33% | 7 |
|
|
2024
Q3 | $13.3M | Sell |
281,982
-38,744
| -12% | -$1.83M | 4.53% | 7 |
|
|
2024
Q2 | $13.2M | Buy |
320,726
+18,786
| +6% | +$774K | 5.66% | 6 |
|
|
2024
Q1 | $12.8M | Buy |
301,940
+145,624
| +93% | +$6.16M | 5.87% | 6 |
|
|
2023
Q4 | $6.77M | Buy |
156,316
+3,099
| +2% | +$134K | 3.45% | 9 |
|
|
2023
Q3 | $5.76M | Buy |
153,217
+8,573
| +6% | +$322K | 3.24% | 9 |
|
|
2023
Q2 | $5.92M | Buy |
144,644
+16,722
| +13% | +$685K | 3.26% | 9 |
|
|
2023
Q1 | $5.3M | Buy |
127,922
+5,492
| +4% | +$228K | 3.08% | 9 |
|
|
2022
Q4 | $5.03M | Buy |
122,430
+8,273
| +7% | +$340K | 3.12% | 9 |
|
|
2022
Q3 | $4.45M | Buy |
+114,157
| New | +$4.45M | 3.01% | 9 |
|