EWA
Evolution Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Sell |
2,940
-365
| -11% | -$32.5K | 0.04% | 140 |
|
|
2025
Q1 | $299K | Sell |
3,305
-55
| -2% | -$4.98K | 0.05% | 116 |
|
|
2024
Q4 | $299K | Buy |
3,360
+585
| +21% | +$52.1K | 0.05% | 112 |
|
|
2024
Q3 | $270K | Sell |
2,775
-1,075
| -28% | -$105K | 0.05% | 108 |
|
|
2024
Q2 | $322K | Buy |
3,850
+575
| +18% | +$48.2K | 0.06% | 98 |
|
|
2024
Q1 | $283K | Sell |
3,275
-60,766
| -95% | -$5.26M | 0.05% | 107 |
|
|
2023
Q4 | $5.66M | Sell |
64,041
-275
| -0.4% | -$24.3K | 1.14% | 23 |
|
|
2023
Q3 | $4.87M | Buy |
64,316
+1,489
| +2% | +$113K | 1.09% | 25 |
|
|
2023
Q2 | $5.25M | Buy |
62,827
+333
| +0.5% | +$27.8K | 1.16% | 24 |
|
|
2023
Q1 | $5.19M | Sell |
62,494
-1,468
| -2% | -$122K | 1.25% | 23 |
|
|
2022
Q4 | $5.28M | Buy |
+63,962
| New | +$5.28M | 1.33% | 20 |
|