Dogwood Wealth Management LLC Vanguard Mid Cap ETF Transaction History
Dogwood Wealth Management LLC
- $174 Billion
- Q3 2024
A detailed history of Dogwood Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 8,950 shares of VO stock, worth $2.39 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
8,950
Previous 8,950
-0.0%
Holding current value
$2.39 Million
Previous $2.24 Billion
5.59%
% of portfolio
1.36%
Previous 1.51%
Shares
1 transactions
Others Institutions Holding VO
# of Institutions
2,291Shares Held
188MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.97 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.65 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.42 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.16 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$2.05 Billion0.15% of portfolio