Vanguard REIT ETF shares owned by Evolution Wealth Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Evolution Wealth Advisors
from 13F filings
Historical chart of Evolution Wealth Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Evolution Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $269k | 2.9k | 91.42 |
| 2025-06-30 | $262k | 2.9k | 89.06 |
| 2025-03-31 | $299k | 3.3k | 90.54 |
| 2024-12-31 | $299k | 3.4k | 89.08 |
| 2024-09-30 | $270k | 2.8k | 97.42 |
| 2024-06-30 | $323k | 3.9k | 83.76 |
| 2024-03-31 | $283k | 3.3k | 86.48 |
| 2023-12-31 | $5.7M | 64k | 88.36 |
| 2023-09-30 | $4.9M | 64k | 75.66 |
| 2023-06-30 | $5.2M | 63k | 83.56 |
| 2023-03-31 | $5.2M | 63k | 83.04 |
| 2022-12-31 | $5.3M | 64k | 82.48 |