Ownership history in Evolution Wealth Advisors, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Evolution Wealth Advisors, LLC 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 Q3 | UNCHANGED | 2,940 | — | 0% | 0.04% | $269K | $90.59 |
| 2025 Q2 | REDUCED | 2,940 | -365 | -11.0% | 0.04% | $262K | $87.42 |
| 2025 Q1 | REDUCED | 3,305 | -55 | -1.6% | 0.05% | $299K | $88.01 |
| 2024 Q4 | ADDED | 3,360 | +585 | +21.1% | 0.05% | $299K | $85.71 |
| 2024 Q3 | REDUCED | 2,775 | -1,075 | -27.9% | 0.05% | $270K | $92.83 |
| 2024 Q2 | ADDED | 3,850 | +575 | +17.6% | 0.06% | $322K | $79.15 |
| 2024 Q1 | REDUCED | 3,275 | -60,766 | -94.9% | 0.05% | $283K | $80.72 |
| 2023 Q4 | REDUCED | 64,041 | -275 | -0.4% | 1.14% | $5.7M | $81.77 |
| 2023 Q3 | ADDED | 64,316 | +1,489 | +2.4% | 1.09% | $4.9M | $69.17 |
| 2023 Q2 | ADDED | 62,827 | +333 | +0.5% | 1.16% | $5.2M | $75.65 |
As of 2025 Q4 — sorted by position size