DWM
Dogwood Wealth Management’s VanEck Merk Gold Trust OUNZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.91M | Buy |
216,953
+23,789
| +12% | +$757K | 3.37% | 8 |
|
|
2025
Q1 | $5.82M | Sell |
193,164
-6,345
| -3% | -$191K | 3.06% | 9 |
|
|
2024
Q4 | $5.05M | Buy |
199,509
+20,395
| +11% | +$516K | 2.67% | 13 |
|
|
2024
Q3 | $4.55M | Buy |
179,114
+3,272
| +2% | +$83.1K | 2.62% | 13 |
|
|
2024
Q2 | $3.95M | Buy |
175,842
+12,477
| +8% | +$280K | 2.43% | 14 |
|
|
2024
Q1 | $3.51M | Buy |
163,365
+18,673
| +13% | +$401K | 2.37% | 15 |
|
|
2023
Q4 | $2.89M | Buy |
+144,692
| New | +$2.89M | 2.26% | 15 |
|