WDG
Wealth Dimensions Group’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
8,168
+37
| +0.5% | +$10.4K | 0.5% | 27 |
|
|
2025
Q1 | $2.1M | Buy |
8,131
+163
| +2% | +$42.2K | 0.5% | 29 |
|
|
2024
Q4 | $2.1M | Buy |
7,968
+157
| +2% | +$41.5K | 0.52% | 29 |
|
|
2024
Q3 | $2.06M | Sell |
7,811
-41
| -0.5% | -$10.8K | 0.52% | 31 |
|
|
2024
Q2 | $1.9M | Sell |
7,852
-382
| -5% | -$92.5K | 0.54% | 32 |
|
|
2024
Q1 | $2.06M | Sell |
8,234
-57
| -0.7% | -$14.2K | 0.61% | 29 |
|
|
2023
Q4 | $1.93M | Sell |
8,291
-21
| -0.3% | -$4.89K | 0.61% | 28 |
|
|
2023
Q3 | $1.73M | Buy |
8,312
+258
| +3% | +$53.7K | 0.63% | 31 |
|
|
2023
Q2 | $1.77M | Buy |
8,054
+72
| +0.9% | +$15.9K | 0.65% | 28 |
|
|
2023
Q1 | $1.68M | Sell |
7,982
-52
| -0.6% | -$11K | 0.65% | 28 |
|
|
2022
Q4 | $1.64M | Buy |
8,034
+5,328
| +197% | +$1.09M | 0.67% | 29 |
|
|
2022
Q3 | $509K | Buy |
2,706
+342
| +14% | +$64.3K | 0.25% | 55 |
|
|
2022
Q2 | $466K | Sell |
2,364
-28
| -1% | -$5.52K | 0.22% | 68 |
|
|
2022
Q1 | $569K | Buy |
+2,392
| New | +$569K | 0.26% | 64 |
|