Dodds Wealth, LLC Vanguard Specialized Funds Van Transaction History
Dodds Wealth, LLC
- $311 Billion
- Q4 2024
A detailed history of Dodds Wealth, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Dodds Wealth, LLC holds 63,309 shares of VNQ stock, worth $5.9 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
63,309
Previous 68,523
7.61%
Holding current value
$5.9 Million
Previous $6.42 Billion
11.53%
% of portfolio
1.83%
Previous 2.14%
Shares
5 transactions
Others Institutions Holding VNQ
# of Institutions
1,910Shares Held
228MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.39 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.15 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.1 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$958 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$894 Million0.07% of portfolio