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

Dogwood Wealth Management LLC

  • $190 Billion
  • Q1 2025

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 454 shares of VOO stock, worth $241,709. This represents 0.12% of its overall portfolio holdings.

Number of Shares
454
Previous 394 15.23%
Holding current value
$241,709
Previous $212 Million 9.9%
% of portfolio
0.12%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$507.05 - $563.67 $30,423 - $33,820
60 Added 15.23%
454 $233 Million
Q4 2024

Mar 04, 2025
SELL
$521.84 - $558.82 $221,260 - $236,939
-424 Reduced 51.83%
394 $212 Million
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
3,632
Shares Held
526M
Call Options Held
2.1M
Put Options Held
1.61M
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