WDG
Wealth Dimensions Group’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Sell |
9,785
-17
| -0.2% | -$1.14K | 0.15% | 86 |
|
|
2025
Q1 | $595K | Buy |
9,802
+5,604
| +133% | +$340K | 0.14% | 85 |
|
|
2024
Q4 | $241K | Buy |
4,198
+20
| +0.5% | +$1.15K | 0.06% | 134 |
|
|
2024
Q3 | $263K | Buy |
4,178
+271
| +7% | +$17.1K | 0.07% | 123 |
|
|
2024
Q2 | $229K | Buy |
3,907
+7
| +0.2% | +$411 | 0.07% | 131 |
|
|
2024
Q1 | $229K | Buy |
3,900
+4
| +0.1% | +$235 | 0.07% | 129 |
|
|
2023
Q4 | $219K | Buy |
3,896
+14
| +0.4% | +$786 | 0.07% | 126 |
|
|
2023
Q3 | $201K | Buy |
3,882
+5
| +0.1% | +$259 | 0.07% | 128 |
|
|
2023
Q2 | $211K | Buy |
+3,877
| New | +$211K | 0.08% | 130 |
|
|
2022
Q4 | – | Sell |
-4,720
| Closed | -$209K | – | 131 |
|
|
2022
Q3 | $209K | Buy |
4,720
+5
| +0.1% | +$221 | 0.1% | 113 |
|
|
2022
Q2 | $236K | Sell |
4,715
-92
| -2% | -$4.61K | 0.11% | 112 |
|
|
2022
Q1 | $277K | Buy |
4,807
+17
| +0.4% | +$980 | 0.13% | 109 |
|
|
2021
Q4 | $294K | Buy |
4,790
+1,260
| +36% | +$77.3K | 0.14% | 102 |
|
|
2021
Q3 | $215K | Buy |
3,530
+129
| +4% | +$7.86K | 0.14% | 119 |
|
|
2021
Q2 | $216K | Buy |
3,401
+48
| +1% | +$3.05K | 0.15% | 111 |
|
|
2021
Q1 | $203K | Buy |
+3,353
| New | +$203K | 0.16% | 114 |
|