Michael A. Dubis Financial Planning, LLC Vanguard Specialized Funds Van Transaction History
Michael A. Dubis Financial Planning, LLC
- $101 Million
- Q1 2025
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 22,747 shares of VNQ stock, worth $2.03 Million. This represents 2.02% of its overall portfolio holdings.
Number of Shares
22,747
Previous 22,397
1.56%
Holding current value
$2.03 Million
Previous $2 Million
2.26%
% of portfolio
2.02%
Previous 1.93%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,911Shares Held
252MCall Options Held
1.04MPut Options Held
1.33M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.29 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.25 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.22 Billion1.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$906 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$901 Million0.66% of portfolio