Evolution Wealth Advisors’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 | $262K | Sell |
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|
2025
Q1 | $299K | Sell |
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|
2024
Q4 | $299K | Buy |
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|
2024
Q3 | $270K | Sell |
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|
2024
Q2 | $322K | Buy |
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|
2024
Q1 | $283K | Sell |
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|
2023
Q4 | $5.66M | Sell |
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|
2023
Q3 | $4.87M | Buy |
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|
2023
Q2 | $5.25M | Buy |
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|
2023
Q1 | $5.19M | Sell |
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|
2022
Q4 | $5.28M | Buy |
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