Quotient Wealth Partners, LLC Vanguard Specialized Funds Van Transaction History

Quotient Wealth Partners, LLC

$3.13 Trillion
Q1 2025

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 4,656 shares of VNQ stock, worth $415,873. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,656

Previous 5,859 20.53%

Holding current value

$415,873

Previous $522 Million 19.23%

% of portfolio

0.01%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$85.55 - $94.34 $102,916 - $113,491	-1,203 Reduced 20.53%	4,656 $422 Million
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

1,933

Shares Held

234M

Call Options Held

1.45M

Put Options Held

1.28M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Quotient Wealth Partners, LLC Vanguard Specialized Funds Van Transaction History