Evercore Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Sell |
|
|||||
|
2025
Q1 | $683K | Sell |
|
|||||
|
2024
Q4 | $697K | Hold |
|
|||||
|
2024
Q3 | $762K | Sell |
|
|||||
|
2024
Q2 | $865K | Sell |
|
|||||
|
2024
Q1 | $1.15M | Sell |
|
|||||
|
2023
Q4 | $1.36M | Sell |
|
|||||
|
2023
Q3 | $1.45M | Buy |
|
|||||
|
2023
Q2 | $617K | Sell |
|
|||||
|
2023
Q1 | $674K | Sell |
|
|||||
|
2022
Q4 | $833K | Sell |
|
|||||
|
2022
Q3 | $980K | Buy |
|
|||||
|
2022
Q2 | $1.04M | Sell |
|
|||||
|
2022
Q1 | $1.25M | Sell |
|
|||||
|
2021
Q4 | $1.36M | Sell |
|
|||||
|
2021
Q3 | $1.29M | Sell |
|
|||||
|
2021
Q2 | $1.32M | Buy |
|
|||||
|
2021
Q1 | $1.05M | Sell |
|
|||||
|
2020
Q4 | $1.1M | Buy |
|
|||||
|
2020
Q3 | $834K | Sell |
|
|||||
|
2020
Q2 | $923K | Sell |
|
|||||
|
2020
Q1 | $1.21M | Sell |
|
|||||
|
2019
Q4 | $1.72M | Buy |
|
|||||
|
2019
Q3 | $1.55M | Buy |
|
|||||
|
2019
Q2 | $1.26M | Buy |
|
|||||
|
2019
Q1 | $1.22M | Buy |
|
|||||
|
2018
Q4 | $993K | Buy |
|
|||||
|
2018
Q3 | $992K | Sell |
|
|||||
|
2018
Q2 | $1.01M | Buy |
|
|||||
|
2018
Q1 | $596K | Sell |
|
|||||
|
2017
Q4 | $1.52M | Sell |
|
|||||
|
2017
Q3 | $1.61M | Sell |
|
|||||
|
2017
Q2 | $1.68M | Buy |
|
|||||
|
2017
Q1 | $1.66M | Sell |
|
|||||
|
2016
Q4 | $1.81M | Buy |
|
|||||
|
2016
Q3 | $1.68M | Sell |
|
|||||
|
2016
Q2 | $2.4M | Buy |
|
|||||
|
2016
Q1 | $765K | Sell |
|
|||||
|
2015
Q4 | $741K | Buy |
|
|||||
|
2015
Q3 | $671K | Sell |
|
|||||
|
2015
Q2 | $966K | Buy |
|
|||||
|
2015
Q1 | $935K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $147K | Buy |
|
|||||
|
2014
Q2 | $93K | Hold |
|
|||||
|
2014
Q1 | $88K | Hold |
|
|||||
|
2013
Q4 | $80K | Sell |
|
|||||
|
2013
Q3 | $128K | Sell |
|
|||||
|
2013
Q2 | $135K | Buy |
|