Ownership history in Avion Wealth · 26 quarters on record
This page tracks every 13F SEC filing in which Avion Wealth reported a position in VANGUARD INDEX FDS (VNQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 97,860 | -46,651 | -32.3% | 1.82% | $8.7M | $88.49 |
| 2025 Q3 | ADDED | 144,511 | +5,418 | +3.9% | 2.83% | $13.2M | $90.59 |
| 2025 Q2 | REDUCED | 139,093 | -876 | -0.6% | 3.23% | $12.6M | $87.42 |
| 2025 Q1 | ADDED | 139,969 | +100 | +0.1% | 3.20% | $12.5M | $88.01 |
As of 2025 Q4 — sorted by position size