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
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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 csvQuarterly reported holdings in Vanguard REIT ETF by Morton Brown Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $279k | 3.1k | 91.42 |
| 2025-06-30 | $272k | 3.1k | 89.06 |
| 2025-03-31 | $276k | 3.1k | 90.53 |
| 2024-12-31 | $266k | 3.0k | 89.08 |
| 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
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