Dopkins Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Dopkins Wealth Management, LLC

  • $190 Million
  • Q1 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 10,490 shares of VNQ stock, worth $926,581. This represents 0.5% of its overall portfolio holdings.

Number of Shares
10,490
Previous 12,429 15.6%
Holding current value
$926,581
Previous $1.11 Million 14.27%
% of portfolio
0.5%
Previous 0.59%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,916
Shares Held
232M
Call Options Held
1.45M
Put Options Held
1.56M
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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