Dodds Wealth, LLC Vanguard Specialized Funds Van Transaction History
Dodds Wealth, LLC
- $300 Billion
- Q3 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 68,523 shares of VNQ stock, worth $6.5 Million. This represents 2.14% of its overall portfolio holdings.
Number of Shares
68,523
Previous 104,484
34.42%
Holding current value
$6.5 Million
Previous $8.75 Billion
26.62%
% of portfolio
2.14%
Previous 3.42%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,824Shares Held
242MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.53 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.17 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.08 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.08 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$946 Million0.08% of portfolio