Dogwood Wealth Management LLC Vanguard Small Cap ETF Transaction History
Dogwood Wealth Management LLC
- $174 Billion
- Q3 2024
A detailed history of Dogwood Wealth Management LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 5,932 shares of VB stock, worth $1.42 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
5,932
Previous 5,938
0.1%
Holding current value
$1.42 Million
Previous $1.36 Billion
3.66%
% of portfolio
0.81%
Previous 0.92%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,321Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.92 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.8 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.75 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.35 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.26 Billion0.42% of portfolio