Dopkins Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Dopkins Wealth Management, LLC

$230 Million
Q4 2025

A detailed history of Dopkins Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 14,031 shares of VNQ stock, worth $1.26 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

14,031

Previous 11,572 21.25%

Holding current value

$1.26 Million

Previous $1.06 Million 18.92%

% of portfolio

0.55%

Previous 0.47%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 09, 2026	BUY	$88.13 - $92.69 $216,711 - $227,924	2,459 Added 21.25%	14,031 $1.26 Million
Q3 2025 Oct 14, 2025	BUY	$88.47 - $93.24 $52,197 - $55,011	590 Added 5.37%	11,572 $1.06 Million
Q2 2025 Jul 17, 2025	BUY	$79.79 - $91.42 $39,256 - $44,978	492 Added 4.69%	10,982 $978,000
Q1 2025 Apr 22, 2025	SELL	$85.55 - $94.34 $165,881 - $182,925	-1,939 Reduced 15.6%	10,490 $949,000
Q4 2024 Feb 10, 2025	BUY	$87.85 - $98.6 $896,509 - $1.01 Million	10,205 Added 458.86%	12,429 $1.11 Million

Q3 2024 Nov 06, 2024	BUY	$82.97 - $98.97 $184,525 - $220,109	2,224 New	2,224 $216,000

Others Institutions Holding VNQ

# of Institutions

1,938

Shares Held

237M

Call Options Held

1.07M

Put Options Held

1.31M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

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Dopkins Wealth Management, LLC Vanguard Specialized Funds Van Transaction History