Briggs Advisory Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Briggs Advisory Group’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$758K	Sell	10,017 -91	-0.9%	-$7.5K	0.43%	32
2023 Q2	$845K	Hold	10,108	–	–	0.47%	29
2023 Q1	$839K	Sell	10,108 -262	-3%	-$22.5K	0.5%	29
2022 Q4	$855K	Buy	10,370 +257	+3%	+$21.3K	0.54%	29
2022 Q3	$811K	Hold	10,113	–	–	0.61%	27
2022 Q2	$921K	Sell	10,113 -88	-0.9%	-$8.77K	0.67%	26
2022 Q1	$1.11M	Sell	10,201 -909	-8%	-$96.2K	0.73%	20
2021 Q4	$1.29M	Buy	+11,110	New	+$1.21M	0.88%	19

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Briggs Advisory Group's VNQ Position: Q3 2023 in Review

Briggs Advisory Group reduced its Vanguard Real Estate ETF (VNQ) stake by 0.9% in Q3 2023, selling an estimated $7.5K and leaving 10,017 shares worth $758K. The position accounts for 0.43% of the portfolio, ranked #32.

Briggs Advisory Group first reported a position in VNQ in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.29M in Q4 2021. 1,522 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

Briggs Advisory Group held 10,017 shares of Vanguard Real Estate ETF worth $758K as of Q3 2023.
Briggs Advisory Group sold 91 Vanguard Real Estate ETF shares in Q3 2023, an estimated $7.5K.
Vanguard Real Estate ETF made up 0.43% of Briggs Advisory Group's portfolio in Q3 2023, its #32 holding.
Briggs Advisory Group first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 8 quarters since.
Briggs Advisory Group's Vanguard Real Estate ETF position peaked at $1.29M in Q4 2021.
1,522 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.