Dodds Wealth, LLC Vanguard Specialized Funds Van Transaction History
Dodds Wealth, LLC
- $256 Billion
- Q2 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 104,484 shares of VNQ stock, worth $10.1 Million. This represents 3.42% of its overall portfolio holdings.
Number of Shares
104,484
Previous 105,074
0.56%
Holding current value
$10.1 Million
Previous $9.09 Billion
3.69%
% of portfolio
3.42%
Previous 3.69%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,728Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.68 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.16 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.09 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.04 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$940 Million0.07% of portfolio