Dogwood Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History

Dogwood Wealth Management LLC

  • $174 Billion
  • Q3 2024

A detailed history of Dogwood Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 818 shares of VOO stock, worth $440,059. This represents 0.25% of its overall portfolio holdings.

Number of Shares
818
Previous 823 0.61%
Holding current value
$440,059
Previous $395 Million 9.19%
% of portfolio
0.25%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Feb 28, 2025
SELL
$475.2 - $527.7 $2,376 - $2,638
-5 Reduced 0.61%
818 $432 Million
Q1 2024

Feb 28, 2025
SELL
$429.43 - $481.35 $7,729 - $8,664
-18 Reduced 2.14%
823 $395 Million
Q4 2023

Feb 28, 2025
BUY
$377.32 - $438.19 $317,326 - $368,517
841 New
841 $367 Million

Others Institutions Holding VOO

# of Institutions
3,521
Shares Held
473M
Call Options Held
2.36M
Put Options Held
2.13M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
Track This Portfolio

Track Dogwood Wealth Management LLC Portfolio

Follow Dogwood Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dogwood Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dogwood Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email