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

Dogwood Wealth Management LLC

$220 Billion
Q3 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 204 shares of VOO stock, worth $126,037. This represents 0.06% of its overall portfolio holdings.

Number of Shares

204

Previous 197 3.55%

Holding current value

$126,037

Previous $112 Million 11.52%

% of portfolio

0.06%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$567.77 - $614.76 $3,974 - $4,303	7 Added 3.55%	204 $125 Million
Q2 2025 Jul 18, 2025	SELL	$456.74 - $568.03 $117,382 - $145,983	-257 Reduced 56.61%	197 $112 Million
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

3,882

Shares Held

545M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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