Dogwood Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Dogwood Wealth Management’s Portfolio VIS Stock Details VIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-26	Closed	-$8.12K	–	931
2026 Q1	$8.12K	Hold	26	–	–	﹤0.01%	382
2025 Q4	$7.76K	Hold	26	–	–	﹤0.01%	339
2025 Q3	$7.7K	Hold	26	–	–	﹤0.01%	314
2025 Q2	$7.37K	Buy	+26	New	+$6.71K	﹤0.01%	335

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Wealth Enhancement Advisory Services

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Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return