DOPKINS WEALTH MANAGEMENT, LLC VNQI Holdings History
DOPKINS WEALTH MANAGEMENT, LLC's Vanguard Global ex-U.S. Real Estate ETF Holding Summary
As of 2025-03-31, DOPKINS WEALTH MANAGEMENT, LLC held 36,140.00 shares of Vanguard Global ex-U.S. Real Estate ETF(VNQI), totaling $1.46 Mil. This investment constitutes 0.74% of their stock portfolio, and DOPKINS WEALTH MANAGEMENT, LLC now holds 0.05% of the outstanding Vanguard Global ex-U.S. Real Estate ETF(VNQI) stock.
The initial trade took place in 2022Q4. And since then DOPKINS WEALTH MANAGEMENT, LLC has made 8 purchases of VNQI, at an average price of $41.27, for a total of 54,008.00 shares. In addition, there have been 2 sales at an average price of $43.30 for 17,868.00 shares. Based on historical transaction data and VNQI's current price of $45.41, DOPKINS WEALTH MANAGEMENT, LLC's estimated gain on his VNQI holdings is $186,093.97, reflecting a 8.35% gain to date.
DOPKINS WEALTH MANAGEMENT, LLC VNQI ($45.41) Holding Chart
DOPKINS WEALTH MANAGEMENT, LLC VNQI ($45.41) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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