EWM
Evercore Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Sell |
5,344
-2,200
| -29% | -$196K | 0.01% | 286 |
|
|
2025
Q1 | $683K | Sell |
7,544
-282
| -4% | -$25.5K | 0.01% | 244 |
|
|
2024
Q4 | $697K | Hold |
7,826
| – | – | 0.01% | 246 |
|
|
2024
Q3 | $762K | Sell |
7,826
-2,497
| -24% | -$243K | 0.01% | 243 |
|
|
2024
Q2 | $865K | Sell |
10,323
-2,943
| -22% | -$247K | 0.01% | 225 |
|
|
2024
Q1 | $1.15M | Sell |
13,266
-2,085
| -14% | -$180K | 0.02% | 208 |
|
|
2023
Q4 | $1.36M | Sell |
15,351
-3,751
| -20% | -$331K | 0.02% | 194 |
|
|
2023
Q3 | $1.45M | Buy |
19,102
+11,723
| +159% | +$887K | 0.03% | 182 |
|
|
2023
Q2 | $617K | Sell |
7,379
-738
| -9% | -$61.7K | 0.01% | 251 |
|
|
2023
Q1 | $674K | Sell |
8,117
-1,980
| -20% | -$164K | 0.01% | 243 |
|
|
2022
Q4 | $833K | Sell |
10,097
-2,127
| -17% | -$175K | 0.02% | 226 |
|
|
2022
Q3 | $980K | Buy |
12,224
+747
| +7% | +$59.9K | 0.02% | 204 |
|
|
2022
Q2 | $1.05M | Sell |
11,477
-25
| -0.2% | -$2.28K | 0.02% | 205 |
|
|
2022
Q1 | $1.25M | Sell |
11,502
-200
| -2% | -$21.7K | 0.02% | 203 |
|
|
2021
Q4 | $1.36M | Sell |
11,702
-930
| -7% | -$108K | 0.02% | 199 |
|
|
2021
Q3 | $1.29M | Sell |
12,632
-311
| -2% | -$31.7K | 0.02% | 200 |
|
|
2021
Q2 | $1.32M | Buy |
12,943
+1,475
| +13% | +$150K | 0.02% | 199 |
|
|
2021
Q1 | $1.05M | Sell |
11,468
-1,488
| -11% | -$137K | 0.02% | 217 |
|
|
2020
Q4 | $1.1M | Buy |
12,956
+2,393
| +23% | +$203K | 0.02% | 202 |
|
|
2020
Q3 | $834K | Sell |
10,563
-1,196
| -10% | -$94.4K | 0.02% | 216 |
|
|
2020
Q2 | $923K | Sell |
11,759
-5,525
| -32% | -$434K | 0.02% | 193 |
|
|
2020
Q1 | $1.21M | Sell |
17,284
-1,259
| -7% | -$88K | 0.04% | 167 |
|
|
2019
Q4 | $1.72M | Buy |
18,543
+1,875
| +11% | +$174K | 0.05% | 167 |
|
|
2019
Q3 | $1.55M | Buy |
16,668
+2,191
| +15% | +$204K | 0.05% | 168 |
|
|
2019
Q2 | $1.27M | Buy |
14,477
+491
| +4% | +$42.9K | 0.04% | 182 |
|
|
2019
Q1 | $1.22M | Buy |
13,986
+655
| +5% | +$56.9K | 0.04% | 180 |
|
|
2018
Q4 | $993K | Buy |
13,331
+1,034
| +8% | +$77K | 0.04% | 174 |
|
|
2018
Q3 | $992K | Sell |
12,297
-79
| -0.6% | -$6.37K | 0.03% | 197 |
|
|
2018
Q2 | $1.01M | Buy |
12,376
+4,480
| +57% | +$365K | 0.03% | 199 |
|
|
2018
Q1 | $596K | Sell |
7,896
-10,452
| -57% | -$789K | 0.02% | 224 |
|
|
2017
Q4 | $1.52M | Sell |
18,348
-1,029
| -5% | -$85.4K | 0.06% | 157 |
|
|
2017
Q3 | $1.61M | Sell |
19,377
-760
| -4% | -$63.1K | 0.06% | 152 |
|
|
2017
Q2 | $1.68M | Buy |
20,137
+73
| +0.4% | +$6.08K | 0.06% | 147 |
|
|
2017
Q1 | $1.66M | Sell |
20,064
-1,859
| -8% | -$154K | 0.06% | 147 |
|
|
2016
Q4 | $1.81M | Buy |
21,923
+2,600
| +13% | +$215K | 0.08% | 136 |
|
|
2016
Q3 | $1.68M | Sell |
19,323
-7,700
| -28% | -$668K | 0.07% | 147 |
|
|
2016
Q2 | $2.4M | Buy |
27,023
+17,895
| +196% | +$1.59M | 0.11% | 116 |
|
|
2016
Q1 | $765K | Sell |
9,128
-168
| -2% | -$14.1K | 0.03% | 200 |
|
|
2015
Q4 | $741K | Buy |
9,296
+423
| +5% | +$33.7K | 0.03% | 210 |
|
|
2015
Q3 | $671K | Sell |
8,873
-4,043
| -31% | -$306K | 0.03% | 219 |
|
|
2015
Q2 | $966K | Buy |
12,916
+1,805
| +16% | +$135K | 0.04% | 201 |
|
|
2015
Q1 | $935K | Buy |
+11,111
| New | +$935K | 0.04% | 192 |
|
|
2014
Q4 | – | Sell |
-2,051
| Closed | -$147K | – | 989 |
|
|
2014
Q3 | $147K | Buy |
2,051
+795
| +63% | +$57K | 0.01% | 451 |
|
|
2014
Q2 | $93K | Hold |
1,256
| – | – | ﹤0.01% | 522 |
|
|
2014
Q1 | $88K | Hold |
1,256
| – | – | ﹤0.01% | 509 |
|
|
2013
Q4 | $80K | Sell |
1,256
-675
| -35% | -$43K | ﹤0.01% | 494 |
|
|
2013
Q3 | $128K | Sell |
1,931
-52
| -3% | -$3.45K | 0.01% | 452 |
|
|
2013
Q2 | $135K | Buy |
+1,983
| New | +$135K | 0.01% | 446 |
|