Dorchester Wealth Management CO Vanguard Specialized Funds Van Transaction History
Dorchester Wealth Management CO
- $560 Million
- Q3 2024
A detailed history of Dorchester Wealth Management CO transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Dorchester Wealth Management CO holds 2,500 shares of VNQ stock, worth $234,500. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,500
Previous 2,500
-0.0%
Holding current value
$234,500
Previous $209,000
16.27%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,818Shares Held
242MCall Options Held
1.11MPut Options Held
1.35M-
Creative Planning Overland Park, KS16.2MShares$1.52 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.15 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.07 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.07 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$936 Million0.08% of portfolio