Dopkins Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Dopkins Wealth Management, LLC

  • $213 Million
  • Q2 2025

A detailed history of Dopkins Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 10,982 shares of VNQ stock, worth $985,744. This represents 0.46% of its overall portfolio holdings.

Number of Shares
10,982
Previous 10,490 4.69%
Holding current value
$985,744
Previous $949,000 3.06%
% of portfolio
0.46%
Previous 0.5%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$79.79 - $91.42 $39,256 - $44,978
492 Added 4.69%
10,982 $978,000
Q1 2025

Apr 22, 2025
SELL
$85.55 - $94.34 $165,881 - $182,925
-1,939 Reduced 15.6%
10,490 $949,000
Q4 2024

Feb 10, 2025
BUY
$87.85 - $98.6 $896,509 - $1.01 Million
10,205 Added 458.86%
12,429 $1.11 Million
Q3 2024

Nov 06, 2024
BUY
$82.97 - $98.97 $184,525 - $220,109
2,224 New
2,224 $216,000

Others Institutions Holding VNQ

# of Institutions
1,910
Shares Held
251M
Call Options Held
926K
Put Options Held
1.38M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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