WDG
Wealth Dimensions Group’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
1,806
+8
| +0.4% | +$4.54K | 0.23% | 60 |
|
|
2025
Q1 | $924K | Buy |
1,798
+6
| +0.3% | +$3.08K | 0.22% | 60 |
|
|
2024
Q4 | $966K | Buy |
1,792
+109
| +6% | +$58.7K | 0.24% | 55 |
|
|
2024
Q3 | $888K | Buy |
1,683
+76
| +5% | +$40.1K | 0.23% | 52 |
|
|
2024
Q2 | $804K | Buy |
1,607
+123
| +8% | +$61.5K | 0.23% | 54 |
|
|
2024
Q1 | $713K | Buy |
1,484
+1
| +0.1% | +$481 | 0.21% | 62 |
|
|
2023
Q4 | $648K | Sell |
1,483
-32
| -2% | -$14K | 0.21% | 63 |
|
|
2023
Q3 | $595K | Buy |
1,515
+1
| +0.1% | +$393 | 0.22% | 65 |
|
|
2023
Q2 | $617K | Sell |
1,514
-1
| -0.1% | -$407 | 0.22% | 61 |
|
|
2023
Q1 | $570K | Buy |
1,515
+2
| +0.1% | +$752 | 0.22% | 64 |
|
|
2022
Q4 | $531K | Sell |
1,513
-144
| -9% | -$50.6K | 0.22% | 64 |
|
|
2022
Q3 | $544K | Buy |
1,657
+1
| +0.1% | +$328 | 0.27% | 51 |
|
|
2022
Q2 | $574K | Buy |
1,656
+232
| +16% | +$80.4K | 0.27% | 54 |
|
|
2022
Q1 | $591K | Buy |
1,424
+1
| +0.1% | +$415 | 0.27% | 60 |
|
|
2021
Q4 | $621K | Buy |
1,423
+2
| +0.1% | +$873 | 0.3% | 54 |
|
|
2021
Q3 | $561K | Buy |
1,421
+51
| +4% | +$20.1K | 0.36% | 56 |
|
|
2021
Q2 | $539K | Buy |
1,370
+28
| +2% | +$11K | 0.37% | 57 |
|
|
2021
Q1 | $489K | Buy |
1,342
+4
| +0.3% | +$1.46K | 0.38% | 60 |
|
|
2020
Q4 | $460K | Buy |
+1,338
| New | +$460K | 0.4% | 54 |
|