Vanguard REIT ETF shares owned by Morton Brown Family Wealth
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Morton Brown Family Wealth
from 13F filings
Historical chart of Morton Brown Family Wealth investment in Vanguard REIT ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard REIT ETF held by Morton Brown Family Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard REIT ETF by Morton Brown Family Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $291k | 3.0k | 97.41 |
2024-06-30 | $264k | 3.0k | 88.95 |
2024-03-31 | $256k | 3.0k | 86.48 |
2023-12-31 | $304k | 3.4k | 88.35 |
2023-09-30 | $245k | 3.2k | 75.66 |
2023-06-30 | $402k | 4.8k | 83.56 |
2023-03-31 | $365k | 4.4k | 83.04 |
2022-12-31 | $196k | 2.4k | 82.48 |
2021-12-31 | $65k | 561 | 115.86 |
More positions owned by Morton Brown Family Wealth
View all positions for Morton Brown Family Wealth