Dodds Wealth, LLC Vanguard Specialized Funds Van Transaction History
Dodds Wealth, LLC
- $307 Billion
- Q1 2025
A detailed history of Dodds Wealth, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Dodds Wealth, LLC holds 48,668 shares of VNQ stock, worth $4.23 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
48,668
Previous 63,309
23.13%
Holding current value
$4.23 Million
Previous $5.68 Billion
22.44%
% of portfolio
1.44%
Previous 1.83%
Shares
6 transactions
Others Institutions Holding VNQ
# of Institutions
1,916Shares Held
235MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.29 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.07 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.02 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$893 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$833 Million0.07% of portfolio