Dogwood Wealth Management LLC Vanguard Specialized Funds Van Transaction History

Dogwood Wealth Management LLC

  • $189 Billion
  • Q4 2024

A detailed history of Dogwood Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 19,413 shares of VNQ stock, worth $1.74 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
19,413
Previous 19,396 0.09%
Holding current value
$1.74 Million
Previous $1.62 Billion 6.45%
% of portfolio
0.91%
Previous 1.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 04, 2025
BUY
$87.85 - $98.6 $1,493 - $1,676
17 Added 0.09%
19,413 $1.73 Billion
Q3 2024

Feb 28, 2025
SELL
$82.97 - $98.97 $9,043 - $10,787
-109 Reduced 0.56%
19,405 $1.89 Billion
Q2 2024

Mar 04, 2025
SELL
$78.61 - $85.97 $707 - $773
-9 Reduced 0.05%
19,396 $1.62 Billion
Q1 2024

Feb 28, 2025
SELL
$82.58 - $89.12 $42,198 - $45,540
-511 Reduced 2.55%
19,514 $1.69 Billion
Q4 2023

Feb 28, 2025
BUY
$71.05 - $89.54 $1.42 Million - $1.79 Million
20,025 New
20,025 $1.77 Billion

Others Institutions Holding VNQ

# of Institutions
1,919
Shares Held
235M
Call Options Held
1.45M
Put Options Held
1.56M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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