Simplicity Wealth’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 | $9.17M | Buy |
207,576
+110,301
| +113% | +$4.87M | 0.38% | 59 |
|
|
2025
Q1 | $4.18M | Buy |
+97,275
| New | +$4.18M | 0.33% | 68 |
|
|
2024
Q4 | – | Sell |
-70,392
| Closed | -$3.32M | – | 336 |
|
|
2024
Q3 | $3.32M | Buy |
70,392
+62,804
| +828% | +$2.96M | 0.31% | 72 |
|
|
2024
Q2 | $313K | Buy |
+7,588
| New | +$313K | 0.01% | 932 |
|