Brown Financial Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $450K | Hold |
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|
2025
Q3 | $465K | Hold |
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|
2025
Q2 | $453K | Sell |
|
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|
2025
Q1 | $469K | Sell |
|
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|
2024
Q4 | $471K | Hold |
|
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|
2024
Q3 | $515K | Hold |
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|
2024
Q2 | $443K | Hold |
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|
2024
Q1 | $457K | Sell |
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|
2023
Q4 | $469K | Hold |
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|
2023
Q3 | $402K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $941K | Buy |
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