Willow Creek Wealth Management’s Avantis Real Estate ETF AVRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$304K Buy
2025
Q1
$290K Sell
2024
Q4
$376K Buy
2024
Q3
$410K Buy
2024
Q2
$351K Buy
2024
Q1
$353K Buy
2023
Q4
$337K Sell
2023
Q3
$400K Buy
2023
Q2
$360K Hold
2023
Q1
$364K Buy
2022
Q4
$341K Buy