Willow Creek Wealth Management’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 | $304K | Buy |
6,890
+147
| +2% | +$6.49K | 0.03% | 139 |
|
|
2025
Q1 | $290K | Sell |
6,743
-2,232
| -25% | -$96K | 0.03% | 129 |
|
|
2024
Q4 | $376K | Buy |
8,975
+281
| +3% | +$11.8K | 0.04% | 108 |
|
|
2024
Q3 | $410K | Buy |
8,694
+178
| +2% | +$8.39K | 0.04% | 100 |
|
|
2024
Q2 | $351K | Buy |
8,516
+162
| +2% | +$6.68K | 0.04% | 107 |
|
|
2024
Q1 | $353K | Buy |
8,354
+572
| +7% | +$24.2K | 0.04% | 111 |
|
|
2023
Q4 | $337K | Sell |
7,782
-2,874
| -27% | -$124K | 0.04% | 105 |
|
|
2023
Q3 | $400K | Buy |
10,656
+1,867
| +21% | +$70.1K | 0.06% | 85 |
|
|
2023
Q2 | $360K | Hold |
8,789
| – | – | 0.05% | 100 |
|
|
2023
Q1 | $364K | Buy |
8,789
+505
| +6% | +$20.9K | 0.06% | 90 |
|
|
2022
Q4 | $341K | Buy |
+8,284
| New | +$341K | 0.06% | 89 |
|