Dogwood Wealth Management LLC Vanguard Specialized Funds Van Transaction History

Dogwood Wealth Management LLC

  • $174 Billion
  • Q3 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 19,405 shares of VNQ stock, worth $1.8 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
19,405
Previous 19,514 0.56%
Holding current value
$1.8 Million
Previous $1.69 Billion 12.02%
% of portfolio
1.09%
Previous 1.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Feb 28, 2025
SELL
$82.97 - $98.97 $9,043 - $10,787
-109 Reduced 0.56%
19,405 $1.89 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
1,911
Shares Held
228M
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
Track This Portfolio

Track Dogwood Wealth Management LLC Portfolio

Follow Dogwood Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Dogwood Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email