VWA
Valued Wealth 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 | $3.53M | Buy |
79,896
+3,518
| +5% | +$155K | 1.84% | 11 |
|
|
2025
Q1 | $3.29M | Buy |
76,378
+6,305
| +9% | +$271K | 1.97% | 11 |
|
|
2024
Q4 | $2.94M | Buy |
70,073
+2,446
| +4% | +$103K | 1.84% | 11 |
|
|
2024
Q3 | $3.19M | Buy |
67,627
+1,600
| +2% | +$75.4K | 2.07% | 11 |
|
|
2024
Q2 | $2.72M | Buy |
66,027
+2,178
| +3% | +$89.8K | 1.87% | 10 |
|
|
2024
Q1 | $2.7M | Buy |
63,849
+13,786
| +28% | +$583K | 1.91% | 11 |
|
|
2023
Q4 | $1.88M | Buy |
+50,063
| New | +$1.88M | 1.74% | 11 |
|