DWM
Dogwood Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Buy |
36,967
+3,361
| +10% | +$1.03M | 5.52% | 3 |
|
|
2025
Q1 | $9.24M | Buy |
33,606
+962
| +3% | +$264K | 4.86% | 3 |
|
|
2024
Q4 | $9.46M | Buy |
32,644
+3,896
| +14% | +$1.13M | 5% | 3 |
|
|
2024
Q3 | $8.14M | Buy |
28,748
+269
| +0.9% | +$76.2K | 4.68% | 4 |
|
|
2024
Q2 | $7.62M | Buy |
28,479
+1,704
| +6% | +$456K | 4.69% | 4 |
|
|
2024
Q1 | $6.96M | Buy |
26,775
+2,008
| +8% | +$522K | 4.71% | 3 |
|
|
2023
Q4 | $5.88M | Buy |
+24,767
| New | +$5.88M | 4.59% | 5 |
|