Quotient Wealth Partners, LLC Vanguard Specialized Funds Van Transaction History
Quotient Wealth Partners, LLC
- $2.8 Trillion
- Q1 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 18,976 shares of VNQ stock, worth $1.58 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
18,976
Previous 66,797
71.59%
Holding current value
$1.58 Million
Previous $5.9 Billion
72.2%
% of portfolio
0.06%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,751Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.48 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.03 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$942 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$893 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$870 Million0.08% of portfolio