Dodds Wealth, LLC Vanguard Specialized Funds Van Transaction History

Dodds Wealth, LLC

$311 Billion
Q4 2024

A detailed history of Dodds Wealth, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Dodds Wealth, LLC holds 63,309 shares of VNQ stock, worth $5.68 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares

63,309

Previous 68,523 7.61%

Holding current value

$5.68 Million

Previous $6.42 Billion 11.53%

% of portfolio

1.83%

Previous 2.14%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$87.85 - $98.6 $458,049 - $514,100	-5,214 Reduced 7.61%	63,309 $5.68 Billion
Q3 2024 Oct 25, 2024	SELL	$82.97 - $98.97 $2.98 Million - $3.56 Million	-35,961 Reduced 34.42%	68,523 $6.42 Billion
Q2 2024 Jul 25, 2024	SELL	$78.61 - $85.97 $46,379 - $50,722	-590 Reduced 0.56%	104,484 $8.75 Billion
Q1 2024 May 24, 2024	BUY	$82.58 - $89.12 $1.16 Million - $1.26 Million	14,104 Added 15.5%	105,074 $9.09 Billion
Q4 2023 Feb 12, 2024	BUY	$71.05 - $89.54 $6.46 Million - $8.15 Million	90,970 New	90,970 $8.04 Billion

Others Institutions Holding VNQ

# of Institutions

1,919

Shares Held

227M

Call Options Held

1.45M

Put Options Held

1.56M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

More about VNQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dodds Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dodds Wealth, LLC with notifications on news.

Account