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
2026 Q1	$696K	Buy	2,656 +171	+7%	+$46.3K	0.14%	80
2025 Q4	$641K	Buy	2,485 +90	+4%	+$23.1K	0.13%	85
2025 Q3	$609K	Sell	2,395 -29	-1%	-$7.19K	0.13%	93
2025 Q2	$574K	Sell	2,424 -2	-0.1%	-$446	0.13%	95
2025 Q1	$538K	Buy	2,426 +4	+0.2%	+$955	0.13%	96
2024 Q4	$582K	Buy	2,422 +398	+20%	+$97.9K	0.14%	81
2024 Q3	$480K	Sell	2,024 -1	-0%	-$227	0.12%	87
2024 Q2	$441K	Hold	2,025	–	–	0.13%	87
2024 Q1	$463K	Sell	2,025 -24	-1%	-$5.16K	0.14%	86
2023 Q4	$437K	Sell	2,049 -50	-2%	-$9.63K	0.14%	85
2023 Q3	$397K	Sell	2,099 -24	-1%	-$4.78K	0.14%	88
2023 Q2	$422K	Buy	2,123 +8	+0.4%	+$1.51K	0.15%	88
2023 Q1	$401K	Buy	2,115 +6	+0.3%	+$1.16K	0.16%	86
2022 Q4	$387K	Sell	2,109 -301	-12%	-$55.8K	0.16%	91
2022 Q3	$412K	Buy	2,410 +2	+0.1%	+$378	0.2%	72
2022 Q2	$424K	Buy	2,408 +142	+6%	+$27.4K	0.2%	75
2022 Q1	$482K	Hold	2,266	–	–	0.22%	75
2021 Q4	$512K	Sell	2,266 -56	-2%	-$12.7K	0.25%	69
2021 Q3	$508K	Buy	2,322 +222	+11%	+$49.4K	0.33%	65
2021 Q2	$473K	Buy	2,100 +83	+4%	+$18.4K	0.32%	68
2021 Q1	$432K	Buy	2,017 +501	+33%	+$106K	0.34%	69
2020 Q4	$295K	Buy	+1,516	New	+$267K	0.25%	78