Morton Brown Family Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Hold |
3,052
| – | – | 0.08% | 51 |
|
|
2025
Q1 | $276K | Buy |
3,052
+68
| +2% | +$6.16K | 0.09% | 44 |
|
|
2024
Q4 | $266K | Hold |
2,984
| – | – | 0.09% | 49 |
|
|
2024
Q3 | $291K | Buy |
2,984
+21
| +0.7% | +$2.05K | 0.1% | 43 |
|
|
2024
Q2 | $264K | Hold |
2,963
| – | – | 0.1% | 45 |
|
|
2024
Q1 | $256K | Sell |
2,963
-473
| -14% | -$40.9K | 0.11% | 44 |
|
|
2023
Q4 | $304K | Buy |
3,436
+195
| +6% | +$17.2K | 0.13% | 43 |
|
|
2023
Q3 | $245K | Sell |
3,241
-1,575
| -33% | -$119K | 0.13% | 40 |
|
|
2023
Q2 | $402K | Buy |
4,816
+416
| +9% | +$34.8K | 0.21% | 36 |
|
|
2023
Q1 | $365K | Buy |
4,400
+2,029
| +86% | +$168K | 0.22% | 38 |
|
|
2022
Q4 | $196K | Buy |
+2,371
| New | +$196K | 0.13% | 46 |
|
|
2022
Q1 | – | Sell |
-561
| Closed | -$65K | – | 212 |
|
|
2021
Q4 | $65K | Buy |
+561
| New | +$65K | 0.05% | 66 |
|