Dogwood Wealth Management LLC Vanguard Specialized Funds Van Transaction History

Dogwood Wealth Management LLC

$205 Billion
Q2 2025

A detailed history of Dogwood Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 12,319 shares of VNQ stock, worth $1.1 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

12,319

Previous 19,416 36.55%

Holding current value

$1.1 Million

Previous $1.76 Billion 37.55%

% of portfolio

0.54%

Previous 0.92%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$79.79 - $91.42 $566,269 - $648,807	-7,097 Reduced 36.55%	12,319 $1.1 Billion
Q1 2025 Apr 30, 2025	BUY	$85.55 - $94.34 $256 - $283	3 Added 0.02%	19,416 $1.76 Billion
Q4 2024 Mar 04, 2025	BUY	$87.85 - $98.6 $1,493 - $1,676	17 Added 0.09%	19,413 $1.73 Billion
Q3 2024 Feb 28, 2025	SELL	$82.97 - $98.97 $9,043 - $10,787	-109 Reduced 0.56%	19,405 $1.89 Billion
Q2 2024 Mar 04, 2025	SELL	$78.61 - $85.97 $707 - $773	-9 Reduced 0.05%	19,396 $1.62 Billion
Q1 2024 Feb 28, 2025	SELL	$82.58 - $89.12 $42,198 - $45,540	-511 Reduced 2.55%	19,514 $1.69 Billion
Q4 2023 Feb 28, 2025	BUY	$71.05 - $89.54 $1.42 Million - $1.79 Million	20,025 New	20,025 $1.77 Billion

Others Institutions Holding VNQ

# of Institutions

1,918

Shares Held

248M

Call Options Held

1.05M

Put Options Held

1.22M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

More about VNQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dogwood Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dogwood Wealth Management LLC with notifications on news.

Account

Dogwood Wealth Management LLC Vanguard Specialized Funds Van Transaction History