EPG Wealth Management’s Dow Inc DOW Stock Holding History

EPG Wealth Management’s Portfolio DOW Stock Details DOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,787	Closed	-$202K	–	429
2023 Q2	$202K	Buy	3,787 +30	+0.8%	+$1.59K	0.06%	233
2023 Q1	$206K	Buy	+3,757	New	+$211K	0.07%	230
2022 Q2	–	Sell	-4,076	Closed	-$260K	–	242
2022 Q1	$260K	Buy	4,076 +185	+5%	+$11.2K	0.09%	194
2021 Q4	$221K	Buy	3,891 +183	+5%	+$10.4K	0.08%	215
2021 Q3	$213K	Buy	3,708 +32	+0.9%	+$1.96K	0.09%	200
2021 Q2	$233K	Buy	3,676 +27	+0.7%	+$1.78K	0.1%	181
2021 Q1	$233K	Buy	3,649 +30	+0.8%	+$1.79K	0.11%	164
2020 Q4	$201K	Buy	+3,619	New	+$187K	0.12%	152
2020 Q2	–	Sell	-55	Closed	-$2K	–	289
2020 Q1	$2K	Sell	55 -7	-11%	-$298	﹤0.01%	688
2019 Q4	$3K	Buy	+62	New	+$3.2K	﹤0.01%	561

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return