WDG
Wealth Dimensions Group’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.9M | Buy |
200,674
+4,687
| +2% | +$512K | 4.83% | 6 |
|
|
2025
Q1 | $18.2M | Buy |
195,987
+7,045
| +4% | +$654K | 4.34% | 8 |
|
|
2024
Q4 | $19.5M | Sell |
188,942
-1,424
| -0.7% | -$147K | 4.78% | 6 |
|
|
2024
Q3 | $18.4M | Buy |
190,366
+8,092
| +4% | +$781K | 4.65% | 6 |
|
|
2024
Q2 | $17.1M | Sell |
182,274
-1,693
| -0.9% | -$159K | 4.87% | 7 |
|
|
2024
Q1 | $15.9M | Sell |
183,967
-7,391
| -4% | -$641K | 4.71% | 7 |
|
|
2023
Q4 | $14.9M | Sell |
191,358
-5,494
| -3% | -$429K | 4.73% | 7 |
|
|
2023
Q3 | $13.5M | Buy |
196,852
+1,621
| +0.8% | +$111K | 4.89% | 6 |
|
|
2023
Q2 | $13.8M | Buy |
195,231
+1,454
| +0.8% | +$103K | 5.03% | 6 |
|
|
2023
Q1 | $12.2M | Buy |
193,777
+7,802
| +4% | +$491K | 4.71% | 6 |
|
|
2022
Q4 | $10.3M | Sell |
185,975
-13,496
| -7% | -$744K | 4.19% | 6 |
|
|
2022
Q3 | $10.8M | Buy |
199,471
+10,697
| +6% | +$580K | 5.35% | 4 |
|
|
2022
Q2 | $10.6M | Buy |
188,774
+10,243
| +6% | +$576K | 5.04% | 6 |
|
|
2022
Q1 | $12.7M | Buy |
178,531
+10,755
| +6% | +$767K | 5.9% | 4 |
|
|
2021
Q4 | $13.2M | Buy |
167,776
+4,955
| +3% | +$389K | 6.45% | 3 |
|
|
2021
Q3 | $11.5M | Buy |
162,821
+6,494
| +4% | +$458K | 7.34% | 2 |
|
|
2021
Q2 | $10.9M | Buy |
156,327
+125,411
| +406% | +$8.76M | 7.4% | 2 |
|
|
2021
Q1 | $7.73M | Buy |
30,916
+2,290
| +8% | +$573K | 6% | 3 |
|
|
2020
Q4 | $7.09M | Buy |
+28,626
| New | +$7.09M | 6.13% | 4 |
|