Morton Brown Family Wealth, LLC Vanguard Specialized Funds Van Transaction History

Morton Brown Family Wealth, LLC

$287 Million
Q4 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 2,984 shares of VNQ stock, worth $267,694. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,984

Previous 2,984 -0.0%

Holding current value

$267,694

Previous $290,000 8.62%

% of portfolio

0.09%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$82.97 - $98.97 $1,742 - $2,078	21 Added 0.71%	2,984 $290,000
Q1 2024 Apr 23, 2024	SELL	$82.58 - $89.12 $39,060 - $42,153	-473 Reduced 13.77%	2,963 $256,000
Q4 2023 Jan 26, 2024	BUY	$71.05 - $89.54 $13,854 - $17,460	195 Added 6.02%	3,436 $303,000
Q3 2023 Oct 18, 2023	SELL	$75.44 - $86.89 $118,818 - $136,851	-1,575 Reduced 32.7%	3,241 $245,000
Q2 2023 Jul 25, 2023	BUY	$78.4 - $83.98 $32,614 - $34,935	416 Added 9.45%	4,816 $402,000
Q1 2023 Apr 25, 2023	BUY	$77.59 - $93.7 $157,430 - $190,117	2,029 Added 85.58%	4,400 $365,000
Q4 2022 Feb 01, 2023	BUY	$76.14 - $88.09 $180,527 - $208,861	2,371 New	2,371 $195,000
Q1 2022 Apr 20, 2022	SELL	$99.96 - $115.1 $56,077 - $64,571	-561 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$102.53 - $116.01 $57,519 - $65,081	561 New	561 $65,000

Others Institutions Holding VNQ

# of Institutions

1,920

Shares Held

235M

Call Options Held

1.45M

Put Options Held

1.56M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Morton Brown Family Wealth, LLC Vanguard Specialized Funds Van Transaction History