EWM
Evermay 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 | $21.7K | Sell |
243
-6
| -2% | -$535 | ﹤0.01% | 385 |
|
|
2025
Q1 | $22.6K | Buy |
249
+6
| +2% | +$544 | ﹤0.01% | 378 |
|
|
2024
Q4 | $21.7K | Hold |
243
| – | – | ﹤0.01% | 377 |
|
|
2024
Q3 | $23.7K | Hold |
243
| – | – | ﹤0.01% | 388 |
|
|
2024
Q2 | $20.4K | Hold |
243
| – | – | ﹤0.01% | 403 |
|
|
2024
Q1 | $21K | Buy |
243
+143
| +143% | +$12.4K | ﹤0.01% | 413 |
|
|
2023
Q4 | $8.84K | Sell |
100
-127
| -56% | -$11.2K | ﹤0.01% | 462 |
|
|
2023
Q3 | $17.2K | Sell |
227
-221
| -49% | -$16.8K | ﹤0.01% | 387 |
|
|
2023
Q2 | $37.7K | Sell |
448
-47
| -9% | -$3.96K | 0.01% | 334 |
|
|
2023
Q1 | $41.1K | Sell |
495
-82
| -14% | -$6.81K | 0.01% | 314 |
|
|
2022
Q4 | $47.6K | Sell |
577
-555
| -49% | -$45.8K | 0.01% | 301 |
|
|
2022
Q3 | $91K | Sell |
1,132
-206
| -15% | -$16.6K | 0.02% | 226 |
|
|
2022
Q2 | $122K | Sell |
1,338
-3,737
| -74% | -$341K | 0.02% | 197 |
|
|
2022
Q1 | $550K | Buy |
5,075
+4,383
| +633% | +$475K | 0.09% | 99 |
|
|
2021
Q4 | $80K | Buy |
692
+522
| +307% | +$60.3K | 0.01% | 241 |
|
|
2021
Q3 | $17K | Hold |
170
| – | – | ﹤0.01% | 352 |
|
|
2021
Q2 | $17K | Buy |
+170
| New | +$17K | ﹤0.01% | 369 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 137 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 126 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 58 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 32 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 28 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 25 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 21 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 18 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 16 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 11 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 11 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 4 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 4 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 4 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 4 |
|