Quotient Wealth Partners, LLC Vanguard Specialized Funds Van Transaction History

Quotient Wealth Partners, LLC

  • $3.06 Trillion
  • Q4 2024

A detailed history of Quotient Wealth Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 5,859 shares of VNQ stock, worth $543,363. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,859
Previous 5,488 6.76%
Holding current value
$543,363
Previous $535 Million 2.38%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$87.85 - $98.6 $32,592 - $36,580
371 Added 6.76%
5,859 $522 Million
Q3 2024

Oct 09, 2024
SELL
$82.97 - $98.97 $82,887 - $98,871
-999 Reduced 15.4%
5,488 $535 Million
Q2 2024

Jul 24, 2024
SELL
$78.61 - $85.97 $981,760 - $1.07 Million
-12,489 Reduced 65.81%
6,487 $543 Million
Q1 2024

May 14, 2024
SELL
$82.58 - $89.12 $3.95 Million - $4.26 Million
-47,821 Reduced 71.59%
18,976 $1.64 Billion
Q4 2023

Feb 07, 2024
BUY
$71.05 - $89.54 $4.75 Million - $5.98 Million
66,797 New
66,797 $5.9 Billion

Others Institutions Holding VNQ

# of Institutions
1,910
Shares Held
228M
Call Options Held
1.45M
Put Options Held
1.56M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Quotient Wealth Partners, LLC Portfolio

Follow Quotient Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Quotient Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quotient Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email