EWA
EP Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Buy |
26,799
+961
| +4% | +$85.6K | 0.02% | 382 |
|
|
2025
Q1 | $2.34M | Sell |
25,838
-3,325
| -11% | -$301K | 0.02% | 340 |
|
|
2024
Q4 | $2.6M | Sell |
29,163
-1,024
| -3% | -$91.2K | 0.02% | 314 |
|
|
2024
Q3 | $2.94M | Buy |
30,187
+6,522
| +28% | +$635K | 0.03% | 291 |
|
|
2024
Q2 | $1.98M | Sell |
23,665
-1,237
| -5% | -$104K | 0.02% | 282 |
|
|
2024
Q1 | $2.15M | Sell |
24,902
-2,183
| -8% | -$189K | 0.03% | 251 |
|
|
2023
Q4 | $2.39M | Buy |
27,085
+8,852
| +49% | +$782K | 0.03% | 235 |
|
|
2023
Q3 | $1.38M | Sell |
18,233
-1,059
| -5% | -$80.1K | 0.02% | 278 |
|
|
2023
Q2 | $1.89M | Buy |
19,292
+17,621
| +1,055% | +$1.73M | 0.03% | 245 |
|
|
2023
Q1 | $209K | Sell |
1,671
-36,280
| -96% | -$4.53M | ﹤0.01% | 569 |
|
|
2022
Q4 | $3.13M | Sell |
37,951
-5,058
| -12% | -$417K | 0.06% | 174 |
|
|
2022
Q3 | $3.45M | Sell |
43,009
-1,059
| -2% | -$84.9K | 0.08% | 140 |
|
|
2022
Q2 | $4.02M | Sell |
44,068
-4,694
| -10% | -$428K | 0.09% | 128 |
|
|
2022
Q1 | $5.28M | Sell |
48,762
-1,454
| -3% | -$158K | 0.12% | 107 |
|
|
2021
Q4 | $5.83M | Buy |
50,216
+19,569
| +64% | +$2.27M | 0.14% | 93 |
|
|
2021
Q3 | $3.12M | Buy |
30,647
+33
| +0.1% | +$3.36K | 0.09% | 130 |
|
|
2021
Q2 | $3.12M | Sell |
30,614
-17,440
| -36% | -$1.78M | 0.09% | 141 |
|
|
2021
Q1 | $4.41M | Sell |
48,054
-6,001
| -11% | -$551K | 0.14% | 102 |
|
|
2020
Q4 | $4.59M | Buy |
54,055
+23,349
| +76% | +$1.98M | 0.16% | 81 |
|
|
2020
Q3 | $2.43M | Sell |
30,706
-35,199
| -53% | -$2.78M | 0.1% | 95 |
|
|
2020
Q2 | $5.18M | Sell |
65,905
-29,285
| -31% | -$2.3M | 0.22% | 72 |
|
|
2020
Q1 | $6.65M | Sell |
95,190
-29,598
| -24% | -$2.07M | 0.33% | 57 |
|
|
2019
Q4 | $11.6M | Sell |
124,788
-8,251
| -6% | -$766K | 0.48% | 47 |
|
|
2019
Q3 | $12.4M | Buy |
133,039
+129,949
| +4,205% | +$12.1M | 0.62% | 38 |
|
|
2019
Q2 | $270K | Buy |
+3,090
| New | +$270K | 0.02% | 254 |
|
|
2014
Q1 | – | Sell |
-3,967
| Closed | -$256K | – | 138 |
|
|
2013
Q4 | $256K | Sell |
3,967
-3,023
| -43% | -$195K | 0.07% | 102 |
|
|
2013
Q3 | $462K | Buy |
+6,990
| New | +$462K | 0.15% | 61 |
|