WMG Financial Advisors’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 | $4.17M | Sell |
94,357
-2,915
| -3% | -$129K | 1.54% | 12 |
|
|
2025
Q1 | $4.18M | Buy |
97,272
+5,403
| +6% | +$232K | 1.78% | 10 |
|
|
2024
Q4 | $3.85M | Buy |
91,869
+5,181
| +6% | +$217K | 1.66% | 11 |
|
|
2024
Q3 | $4.09M | Buy |
86,688
+11,318
| +15% | +$534K | 1.85% | 8 |
|
|
2024
Q2 | $3.11M | Buy |
75,370
+6,659
| +10% | +$274K | 1.64% | 11 |
|
|
2024
Q1 | $2.91M | Buy |
68,711
+13,104
| +24% | +$554K | 1.66% | 10 |
|
|
2023
Q4 | $2.41M | Buy |
55,607
+29,127
| +110% | +$1.26M | 1.57% | 12 |
|
|
2023
Q3 | $995K | Buy |
26,480
+2,385
| +10% | +$89.6K | 0.85% | 26 |
|
|
2023
Q2 | $986K | Buy |
24,095
+12,524
| +108% | +$513K | 0.73% | 34 |
|
|
2023
Q1 | $671K | Buy |
+11,571
| New | +$671K | 0.56% | 46 |
|