WMG Financial Advisors’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
Q3 | $3.69M | Sell |
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|
2025
Q2 | $4.17M | Sell |
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|
2025
Q1 | $4.18M | Buy |
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|
2024
Q4 | $3.85M | Buy |
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|
2024
Q3 | $4.09M | Buy |
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|
2024
Q2 | $3.11M | Buy |
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|
2024
Q1 | $2.91M | Buy |
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|
2023
Q4 | $2.41M | Buy |
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|
2023
Q3 | $995K | Buy |
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|
2023
Q2 | $986K | Buy |
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|
2023
Q1 | $671K | Buy |
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