VAG
VisionPoint Advisory Group’s Brookfield BN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
21,064
-1,935
| -8% | -$120K | 0.28% | 94 |
|
|
2025
Q1 | $1.21M | Buy |
22,999
+648
| +3% | +$34K | 0.41% | 64 |
|
|
2024
Q4 | $1.29M | Sell |
22,351
-5,817
| -21% | -$335K | 0.44% | 66 |
|
|
2024
Q3 | $1.5M | Sell |
28,168
-3,774
| -12% | -$201K | 0.51% | 60 |
|
|
2024
Q2 | $1.33M | Sell |
31,942
-1,405
| -4% | -$58.4K | 0.47% | 62 |
|
|
2024
Q1 | $1.4M | Sell |
33,347
-28,618
| -46% | -$1.2M | 0.5% | 52 |
|
|
2023
Q4 | $2.49M | Buy |
61,965
+729
| +1% | +$29.2K | 0.92% | 25 |
|
|
2023
Q3 | $1.91M | Buy |
61,236
+790
| +1% | +$24.7K | 0.82% | 29 |
|
|
2023
Q2 | $2.03M | Buy |
60,446
+3,285
| +6% | +$111K | 0.83% | 33 |
|
|
2023
Q1 | $1.73M | Buy |
57,161
+38,536
| +207% | +$1.17M | 0.76% | 34 |
|
|
2022
Q4 | $684K | Buy |
+18,625
| New | +$684K | 0.28% | 63 |
|