Dorchester Wealth Management CO Vanguard Specialized Funds Van Transaction History
Dorchester Wealth Management CO
- $495 Million
- Q4 2024
A detailed history of Dorchester Wealth Management CO transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Dorchester Wealth Management CO holds 2,500 shares of VNQ stock, worth $224,274. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,500
Previous 2,500
-0.0%
Holding current value
$224,274
Previous $243,000
8.64%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,919Shares Held
227MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.34 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.11 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.06 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$923 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$861 Million0.07% of portfolio