DWM
Dogwood Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Sell |
8,920
-50
| -0.6% | -$14.1K | 1.23% | 22 |
|
|
2025
Q1 | $2.32M | Hold |
8,970
| – | – | 1.22% | 20 |
|
|
2024
Q4 | $2.37M | Buy |
8,970
+20
| +0.2% | +$5.28K | 1.25% | 20 |
|
|
2024
Q3 | $2.36M | Hold |
8,950
| – | – | 1.36% | 21 |
|
|
2024
Q2 | $2.17M | Hold |
8,950
| – | – | 1.33% | 25 |
|
|
2024
Q1 | $2.24M | Hold |
8,950
| – | – | 1.51% | 19 |
|
|
2023
Q4 | $2.08M | Buy |
+8,950
| New | +$2.08M | 1.63% | 19 |
|