Dogwood Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $112K | Sell |
197
-257
| -57% | -$147K | 0.05% | 97 |
|
|
2025
Q1 | $233K | Buy |
454
+60
| +15% | +$30.8K | 0.12% | 87 |
|
|
2024
Q4 | $212K | Sell |
394
-424
| -52% | -$228K | 0.11% | 88 |
|
|
2024
Q3 | $432K | Hold |
818
| – | – | 0.25% | 79 |
|
|
2024
Q2 | $409K | Sell |
818
-5
| -0.6% | -$2.5K | 0.25% | 59 |
|
|
2024
Q1 | $395K | Sell |
823
-18
| -2% | -$8.65K | 0.27% | 54 |
|
|
2023
Q4 | $367K | Buy |
+841
| New | +$367K | 0.29% | 55 |
|