Principle Wealth Partners’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
2022 Q3	–	Sell	-2,296	Closed	-$209K	–	306
2022 Q2	$209K	Sell	2,296 -779	-25%	-$77.6K	0.03%	291
2022 Q1	$333K	Buy	3,075 +899	+41%	+$95.1K	0.04%	247
2021 Q4	$252K	Buy	+2,176	New	+$238K	0.03%	282
2020 Q3	–	Sell	-1,650	Closed	-$130K	–	421
2020 Q2	$130K	Sell	1,650 -14,064	-89%	-$1.07M	0.04%	185
2020 Q1	$1.1M	Sell	15,714 -20,532	-57%	-$1.8M	0.41%	44
2019 Q4	$3.36M	Buy	36,246 +987	+3%	+$91.4K	1.07%	21
2019 Q3	$3.29M	Buy	35,259 +2,574	+8%	+$234K	1.14%	20
2019 Q2	$2.86M	Buy	32,685 +9,740	+42%	+$853K	1.47%	17
2019 Q1	$1.99M	Buy	22,945 +1,319	+6%	+$109K	1.14%	23
2018 Q4	$1.61M	Buy	+21,626	New	+$1.7M	1.35%	23