QWP
Quotient Wealth Partners’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-5,070
| Closed | -$201K | – | 353 |
|
2024
Q4 | $201K | Buy |
5,070
+768
| +18% | +$30.4K | 0.01% | 322 |
|
2024
Q3 | $202K | Sell |
4,302
-2,093
| -33% | -$98.2K | 0.01% | 310 |
|
2024
Q2 | $259K | Sell |
6,395
-22,551
| -78% | -$915K | 0.01% | 263 |
|
2024
Q1 | $1.22M | Sell |
28,946
-99,546
| -77% | -$4.19M | 0.04% | 102 |
|
2023
Q4 | $5.47M | Buy |
+128,492
| New | +$5.47M | 0.21% | 45 |
|