Wealth Dimensions Group’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $609K | Sell |
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|
2025
Q2 | $574K | Sell |
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|
2025
Q1 | $538K | Buy |
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|
2024
Q4 | $582K | Buy |
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|
2024
Q3 | $480K | Sell |
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|
2024
Q2 | $441K | Hold |
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|
2024
Q1 | $463K | Sell |
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|
2023
Q4 | $437K | Sell |
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|
2023
Q3 | $397K | Sell |
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|
2023
Q2 | $422K | Buy |
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|
2023
Q1 | $401K | Buy |
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|
2022
Q4 | $387K | Sell |
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|
2022
Q3 | $412K | Buy |
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|
2022
Q2 | $424K | Buy |
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|
2022
Q1 | $482K | Hold |
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|
2021
Q4 | $512K | Sell |
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|
2021
Q3 | $508K | Buy |
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|
2021
Q2 | $473K | Buy |
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|
2021
Q1 | $432K | Buy |
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|
2020
Q4 | $295K | Buy |
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