WDG
Wealth Dimensions Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19M | Sell |
241,199
-3,276
| -1% | -$258K | 4.18% | 8 |
|
|
2025
Q1 | $19.1M | Sell |
244,475
-631
| -0.3% | -$49.4K | 4.57% | 6 |
|
|
2024
Q4 | $18.9M | Buy |
245,106
+12,728
| +5% | +$983K | 4.64% | 7 |
|
|
2024
Q3 | $18.3M | Sell |
232,378
-508
| -0.2% | -$40K | 4.63% | 7 |
|
|
2024
Q2 | $17.9M | Sell |
232,886
-455
| -0.2% | -$34.9K | 5.09% | 6 |
|
|
2024
Q1 | $17.9M | Buy |
233,341
+1,979
| +0.9% | +$152K | 5.28% | 6 |
|
|
2023
Q4 | $17.8M | Sell |
231,362
-6,153
| -3% | -$474K | 5.64% | 5 |
|
|
2023
Q3 | $17.9M | Buy |
237,515
+933
| +0.4% | +$70.1K | 6.48% | 4 |
|
|
2023
Q2 | $17.9M | Sell |
236,582
-4,370
| -2% | -$330K | 6.51% | 4 |
|
|
2023
Q1 | $18.4M | Sell |
240,952
-1,209
| -0.5% | -$92.5K | 7.13% | 3 |
|
|
2022
Q4 | $18.2M | Buy |
242,161
+211,954
| +702% | +$16M | 7.44% | 3 |
|
|
2022
Q3 | $2.26M | Sell |
30,207
-3,755
| -11% | -$281K | 1.12% | 19 |
|
|
2022
Q2 | $2.61M | Buy |
33,962
+6,629
| +24% | +$509K | 1.24% | 14 |
|
|
2022
Q1 | $2.13M | Sell |
27,333
-386
| -1% | -$30.1K | 0.99% | 19 |
|
|
2021
Q4 | $2.24M | Buy |
27,719
+2,263
| +9% | +$183K | 1.1% | 17 |
|
|
2021
Q3 | $2.09M | Buy |
25,456
+1
| +0% | +$82 | 1.33% | 15 |
|
|
2021
Q2 | $2.09M | Hold |
25,455
| – | – | 1.42% | 15 |
|
|
2021
Q1 | $2.09M | Sell |
25,455
-375
| -1% | -$30.8K | 1.62% | 12 |
|
|
2020
Q4 | $2.14M | Buy |
+25,830
| New | +$2.14M | 1.85% | 11 |
|