Briggs Advisory Group’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
2023
Q3
$758K Sell
10,017
-91
-0.9% -$6.89K 0.43% 32
2023
Q2
$845K Hold
10,108
0.47% 29
2023
Q1
$839K Sell
10,108
-262
-3% -$21.8K 0.5% 29
2022
Q4
$855K Buy
10,370
+257
+3% +$21.2K 0.54% 29
2022
Q3
$811K Hold
10,113
0.61% 27
2022
Q2
$921K Sell
10,113
-88
-0.9% -$8.01K 0.67% 26
2022
Q1
$1.11M Sell
10,201
-909
-8% -$98.6K 0.73% 20
2021
Q4
$1.29M Buy
+11,110
New +$1.29M 0.88% 19