DWM
Dogwood Wealth Management’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.58M | Buy |
67,009
+4,349
| +7% | +$362K | 2.72% | 11 |
|
|
2025
Q1 | $5.05M | Buy |
62,660
+2,271
| +4% | +$183K | 2.66% | 14 |
|
|
2024
Q4 | $4.87M | Buy |
60,389
+11,832
| +24% | +$954K | 2.58% | 15 |
|
|
2024
Q3 | $3.97M | Buy |
48,557
+1,925
| +4% | +$157K | 2.28% | 15 |
|
|
2024
Q2 | $3.43M | Buy |
46,632
+45,205
| +3,168% | +$3.33M | 2.11% | 18 |
|
|
2024
Q1 | $112K | Sell |
1,427
-123
| -8% | -$9.66K | 0.08% | 95 |
|
|
2023
Q4 | $114K | Buy |
+1,550
| New | +$114K | 0.09% | 93 |
|