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Evelyn Partners Investment Management Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Evelyn Partners Investment Management Services’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-104
Closed -$9.26K – 285
2024
Q4 		$9.26K Buy
+104
New +$9.83K ﹤0.01% 232

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Evelyn Partners Investment Management Services's VNQ Position: Q1 2025 in Review

Evelyn Partners Investment Management Services sold out of Vanguard Real Estate ETF (VNQ) in Q1 2025, closing a stake of 104 shares — an estimated $9.26K sold.

Evelyn Partners Investment Management Services first reported a position in VNQ in Q4 2024 and held it in 1 quarter. The position peaked at $9.26K in Q4 2024. 1,714 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

  • Evelyn Partners Investment Management Services reported no remaining Vanguard Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management Services sold 104 Vanguard Real Estate ETF shares in Q1 2025, an estimated $9.26K.
  • Evelyn Partners Investment Management Services first reported a position in Vanguard Real Estate ETF in Q4 2024 and held it in 1 quarter.
  • Evelyn Partners Investment Management Services's Vanguard Real Estate ETF position peaked at $9.26K in Q4 2024.
  • 1,714 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2025, filed 4 Aug 2025.