WDG
Wealth Dimensions Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Sell |
2,424
-2
| -0.1% | -$474 | 0.13% | 95 |
|
|
2025
Q1 | $538K | Buy |
2,426
+4
| +0.2% | +$887 | 0.13% | 96 |
|
|
2024
Q4 | $582K | Buy |
2,422
+398
| +20% | +$95.6K | 0.14% | 81 |
|
|
2024
Q3 | $480K | Sell |
2,024
-1
| -0% | -$237 | 0.12% | 87 |
|
|
2024
Q2 | $441K | Hold |
2,025
| – | – | 0.13% | 87 |
|
|
2024
Q1 | $463K | Sell |
2,025
-24
| -1% | -$5.49K | 0.14% | 86 |
|
|
2023
Q4 | $437K | Sell |
2,049
-50
| -2% | -$10.7K | 0.14% | 85 |
|
|
2023
Q3 | $397K | Sell |
2,099
-24
| -1% | -$4.54K | 0.14% | 88 |
|
|
2023
Q2 | $422K | Buy |
2,123
+8
| +0.4% | +$1.59K | 0.15% | 88 |
|
|
2023
Q1 | $401K | Buy |
2,115
+6
| +0.3% | +$1.14K | 0.16% | 86 |
|
|
2022
Q4 | $387K | Sell |
2,109
-301
| -12% | -$55.3K | 0.16% | 91 |
|
|
2022
Q3 | $412K | Buy |
2,410
+2
| +0.1% | +$342 | 0.2% | 72 |
|
|
2022
Q2 | $424K | Buy |
2,408
+142
| +6% | +$25K | 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% | +$48.6K | 0.33% | 65 |
|
|
2021
Q2 | $473K | Buy |
2,100
+83
| +4% | +$18.7K | 0.32% | 68 |
|
|
2021
Q1 | $432K | Buy |
2,017
+501
| +33% | +$107K | 0.34% | 69 |
|
|
2020
Q4 | $295K | Buy |
+1,516
| New | +$295K | 0.25% | 78 |
|