Evermay 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $19.1K | Sell |
213
-120
| -36% | -$11.6K | ﹤0.01% | 437 |
|
|
2026
Q2 | $32.1K | Sell |
333
-6
| -2% | -$573 | ﹤0.01% | 399 |
|
|
2026
Q1 | $30.1K | Sell |
339
-17
| -5% | -$1.56K | ﹤0.01% | 354 |
|
|
2025
Q4 | $31.5K | Buy |
356
+113
| +47% | +$10.2K | ﹤0.01% | 350 |
|
|
2025
Q3 | $22.2K | Hold |
243
| – | – | ﹤0.01% | 381 |
|
|
2025
Q2 | $21.7K | Sell |
243
-6
| -2% | -$529 | ﹤0.01% | 385 |
|
|
2025
Q1 | $22.6K | Buy |
249
+6
| +2% | +$545 | ﹤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% | +$12.2K | ﹤0.01% | 413 |
|
|
2023
Q4 | $8.84K | Sell |
100
-127
| -56% | -$10.1K | ﹤0.01% | 462 |
|
|
2023
Q3 | $17.2K | Sell |
227
-221
| -49% | -$18.2K | ﹤0.01% | 387 |
|
|
2023
Q2 | $37.7K | Sell |
448
-47
| -9% | -$3.85K | 0.01% | 334 |
|
|
2023
Q1 | $41.1K | Sell |
495
-82
| -14% | -$7.05K | 0.01% | 314 |
|
|
2022
Q4 | $47.6K | Sell |
577
-555
| -49% | -$46K | 0.01% | 301 |
|
|
2022
Q3 | $91K | Sell |
1,132
-206
| -15% | -$19.3K | 0.02% | 226 |
|
|
2022
Q2 | $122K | Sell |
1,338
-3,737
| -74% | -$372K | 0.02% | 197 |
|
|
2022
Q1 | $550K | Buy |
5,075
+4,383
| +633% | +$464K | 0.09% | 99 |
|
|
2021
Q4 | $80K | Buy |
692
+522
| +307% | +$57K | 0.01% | 241 |
|
|
2021
Q3 | $17K | Hold |
170
| – | – | ﹤0.01% | 352 |
|
|
2021
Q2 | $17K | Buy |
+170
| New | +$16.9K | ﹤0.01% | 369 |
|
|
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 |
|
Other funds holding VNQ
Evermay Wealth Management's VNQ Position: Q3 2026 in Review
Evermay Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 36% in Q3 2026, selling an estimated $11.6K and leaving 213 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #437.
Evermay Wealth Management first reported a position in VNQ in Q2 2021 and has held it in 22 quarters since. The position peaked at $550K in Q1 2022. 1,041 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.
- Evermay Wealth Management held 213 shares of Vanguard Real Estate ETF worth $19.1K as of Q3 2026.
- Evermay Wealth Management sold 120 Vanguard Real Estate ETF shares in Q3 2026, an estimated $11.6K.
- Vanguard Real Estate ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #437 holding.
- Evermay Wealth Management first reported a position in Vanguard Real Estate ETF in Q2 2021 and has held it in 22 quarters since.
- Evermay Wealth Management's Vanguard Real Estate ETF position peaked at $550K in Q1 2022.
- 1,041 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.
Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.