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
1,936Shares Held
234MCall Options Held
1.45MPut Options Held
1.28M-
Creative Planning Overland Park, KS14.2MShares$1.28 Billion1.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$1.24 Billion4.12% of portfolio
-
Morgan Stanley New York, NY12MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$964 Million0.08% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$857 Million0.71% of portfolio