Dopkins Wealth Management, LLC Vanguard Global Ex U.S. Real Transaction History
Dopkins Wealth Management, LLC
- $190 Million
- Q1 2025
A detailed history of Dopkins Wealth Management, LLC transactions in Vanguard Global Ex U.S. Real stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 36,140 shares of VNQI stock, worth $1.62 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
36,140
Previous 27,338
32.2%
Holding current value
$1.62 Million
Previous $1.08 Million
35.25%
% of portfolio
0.77%
Previous 0.57%
Shares
10 transactions
Others Institutions Holding VNQI
# of Institutions
391Shares Held
55.1MCall Options Held
17.9KPut Options Held
3.4K-
Empower Advisory Group, LLC Greenwood Village, CO16.7MShares$750 Million2.22% of portfolio
-
Personal Capital Advisors Corp11.9MShares$534 Million2.39% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.71MShares$256 Million0.04% of portfolio
-
Ballentine Partners, LLC Waltham, MA1.43MShares$63.9 Million1.01% of portfolio
-
Envestnet Asset Management Inc1.39MShares$62.3 Million0.02% of portfolio