VSQM
V-Square Quantitative Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Sell |
18,976
-636
| -3% | -$97.8K | 0.39% | 40 |
|
|
2025
Q1 | $3M | Buy |
19,612
+753
| +4% | +$115K | 0.44% | 40 |
|
|
2024
Q4 | $2.38M | Buy |
18,859
+1,639
| +10% | +$207K | 0.34% | 51 |
|
|
2024
Q3 | $2.2M | Buy |
17,220
+378
| +2% | +$48.4K | 0.32% | 53 |
|
|
2024
Q2 | $1.76M | Buy |
16,842
+52
| +0.3% | +$5.42K | 0.28% | 56 |
|
|
2024
Q1 | $1.57M | Buy |
16,790
+2,643
| +19% | +$247K | 0.22% | 68 |
|
|
2023
Q4 | $1.28M | Buy |
14,147
+7,266
| +106% | +$655K | 0.23% | 60 |
|
|
2023
Q3 | $564K | Buy |
6,881
+2,741
| +66% | +$225K | 0.25% | 72 |
|
|
2023
Q2 | $335K | Buy |
4,140
+478
| +13% | +$38.7K | 0.24% | 79 |
|
|
2023
Q1 | $263K | Buy |
+3,662
| New | +$263K | 0.24% | 106 |
|