Michael A. Dubis Financial Planning, LLC Vanguard Specialized Funds Van Transaction History
Michael A. Dubis Financial Planning, LLC
- $101 Million
- Q1 2025
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 22,747 shares of VNQ stock, worth $2.04 Million. This represents 2.02% of its overall portfolio holdings.
Number of Shares
22,747
Previous 22,397
1.56%
Holding current value
$2.04 Million
Previous $2 Million
2.26%
% of portfolio
2.02%
Previous 1.93%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,935Shares Held
237MCall Options Held
1.07MPut Options Held
1.31M-
Empower Advisory Group, LLC Greenwood Village, CO15MShares$1.35 Billion3.82% of portfolio
-
Creative Planning Overland Park, KS13.3MShares$1.19 Billion0.94% of portfolio
-
Northwestern Mutual Wealth Management CO11MShares$982 Million0.68% of portfolio
-
Bank Of America Corp Charlotte, NC10.1MShares$907 Million0.06% of portfolio
-
Morgan Stanley New York, NY9.78MShares$876 Million0.06% of portfolio