VWA
BRG

Visionary Wealth Advisors’s Bluerock Residential Growth REIT, Inc. BRG Stock Holding History

Visionary Wealth Advisors’s Portfolio BRG Stock Details BRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-8,275
Closed -$221K – 451
2022
Q3 		$221K Buy
8,275
+675
+9% +$17.8K 0.02% 353
2022
Q2 		$200K Buy
+7,600
New +$201K 0.02% 396

Other funds holding BRG

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Visionary Wealth Advisors's BRG Position: Q4 2022 in Review

Visionary Wealth Advisors sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q4 2022, closing a stake of 8,275 shares — an estimated $221K sold.

Visionary Wealth Advisors first reported a position in BRG in Q2 2022 and held it in 2 quarters. The position peaked at $221K in Q3 2022. 1 fund tracked by Wall St. Rank holds BRG as of Q4 2022.

  • Visionary Wealth Advisors reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q4 2022 after selling out during the quarter.
  • Visionary Wealth Advisors sold 8,275 Bluerock Residential Growth REIT, Inc. shares in Q4 2022, an estimated $221K.
  • Visionary Wealth Advisors first reported a position in Bluerock Residential Growth REIT, Inc. in Q2 2022 and held it in 2 quarters.
  • Visionary Wealth Advisors's Bluerock Residential Growth REIT, Inc. position peaked at $221K in Q3 2022.
  • 1 fund tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q4 2022.

Based on Visionary Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.