Wealth Dimensions Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.73M	Buy	2,895 +9	+0.3%	+$5.63K	0.34%	40
2025 Q4	$1.81M	Buy	2,886 +656	+29%	+$408K	0.36%	39
2025 Q3	$1.37M	Buy	2,230 +424	+23%	+$250K	0.28%	46
2025 Q2	$1.03M	Buy	1,806 +8	+0.4%	+$4.2K	0.23%	60
2025 Q1	$924K	Buy	1,798 +6	+0.3%	+$3.24K	0.22%	60
2024 Q4	$966K	Buy	1,792 +109	+6%	+$59K	0.24%	55
2024 Q3	$888K	Buy	1,683 +76	+5%	+$38.6K	0.23%	52
2024 Q2	$804K	Buy	1,607 +123	+8%	+$59.2K	0.23%	54
2024 Q1	$713K	Buy	1,484 +1	+0.1%	+$458	0.21%	62
2023 Q4	$648K	Sell	1,483 -32	-2%	-$13.1K	0.21%	63
2023 Q3	$595K	Buy	1,515 +1	+0.1%	+$409	0.22%	65
2023 Q2	$617K	Sell	1,514 -1	-0.1%	-$386	0.22%	61
2023 Q1	$570K	Buy	1,515 +2	+0.1%	+$733	0.22%	64
2022 Q4	$531K	Sell	1,513 -144	-9%	-$50.9K	0.22%	64
2022 Q3	$544K	Buy	1,657 +1	+0.1%	+$365	0.27%	51
2022 Q2	$574K	Buy	1,656 +232	+16%	+$87.4K	0.27%	54
2022 Q1	$591K	Buy	1,424 +1	+0.1%	+$409	0.27%	60
2021 Q4	$621K	Buy	1,423 +2	+0.1%	+$844	0.3%	54
2021 Q3	$561K	Buy	1,421 +51	+4%	+$20.7K	0.36%	56
2021 Q2	$539K	Buy	1,370 +28	+2%	+$10.7K	0.37%	57
2021 Q1	$489K	Buy	1,342 +4	+0.3%	+$1.42K	0.38%	60
2020 Q4	$460K	Buy	+1,338	New	+$436K	0.4%	54