QWP
Quotient Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Sell |
4,054
-602
| -13% | -$53.6K | 0.01% | 240 |
|
|
2025
Q1 | $422K | Sell |
4,656
-1,203
| -21% | -$109K | 0.01% | 198 |
|
|
2024
Q4 | $522K | Buy |
5,859
+371
| +7% | +$33K | 0.02% | 164 |
|
|
2024
Q3 | $535K | Sell |
5,488
-999
| -15% | -$97.3K | 0.02% | 168 |
|
|
2024
Q2 | $543K | Sell |
6,487
-12,489
| -66% | -$1.05M | 0.02% | 163 |
|
|
2024
Q1 | $1.64M | Sell |
18,976
-47,821
| -72% | -$4.14M | 0.06% | 86 |
|
|
2023
Q4 | $5.9M | Buy |
+66,797
| New | +$5.9M | 0.23% | 40 |
|