Quotient Wealth Partners, LLC Vanguard Specialized Funds Van Transaction History
Quotient Wealth Partners, LLC
- $3.04 Trillion
- Q3 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 5,488 shares of VNQ stock, worth $490,682. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,488
Previous 6,487
15.4%
Holding current value
$490,682
Previous $543 Million
1.61%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,825Shares Held
241MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.44 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.1 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.02 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.02 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$892 Million0.08% of portfolio