WDG
Wealth Dimensions Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.5M | Sell |
740,377
-8,057
| -1% | -$474K | 9.59% | 1 |
|
|
2025
Q1 | $43.9M | Buy |
748,434
+29,591
| +4% | +$1.74M | 10.49% | 1 |
|
|
2024
Q4 | $41.8M | Buy |
718,843
+25,061
| +4% | +$1.46M | 10.24% | 1 |
|
|
2024
Q3 | $40.9M | Buy |
693,782
+33,716
| +5% | +$1.99M | 10.37% | 1 |
|
|
2024
Q2 | $38.3M | Buy |
660,066
+12,817
| +2% | +$743K | 10.91% | 1 |
|
|
2024
Q1 | $37.6M | Buy |
647,249
+8,191
| +1% | +$476K | 11.1% | 1 |
|
|
2023
Q4 | $37.3M | Buy |
639,058
+19,341
| +3% | +$1.13M | 11.81% | 1 |
|
|
2023
Q3 | $35.7M | Buy |
619,717
+24,142
| +4% | +$1.39M | 12.95% | 1 |
|
|
2023
Q2 | $34.4M | Buy |
595,575
+142
| +0% | +$8.2K | 12.52% | 1 |
|
|
2023
Q1 | $34.9M | Buy |
595,433
+18,393
| +3% | +$1.08M | 13.49% | 1 |
|
|
2022
Q4 | $33.4M | Buy |
577,040
+10,493
| +2% | +$607K | 13.63% | 1 |
|
|
2022
Q3 | $32.7M | Buy |
566,547
+41,998
| +8% | +$2.43M | 16.2% | 1 |
|
|
2022
Q2 | $30.9M | Buy |
+524,549
| New | +$30.9M | 14.66% | 1 |
|