WDG
Wealth Dimensions Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
4,450
-21
| -0.5% | -$6.38K | 0.3% | 43 |
|
|
2025
Q1 | $1.23M | Buy |
4,471
+179
| +4% | +$49.2K | 0.29% | 44 |
|
|
2024
Q4 | $1.24M | Buy |
4,292
+152
| +4% | +$44K | 0.3% | 42 |
|
|
2024
Q3 | $1.17M | Buy |
4,140
+73
| +2% | +$20.7K | 0.3% | 41 |
|
|
2024
Q2 | $1.09M | Buy |
4,067
+281
| +7% | +$75.2K | 0.31% | 40 |
|
|
2024
Q1 | $984K | Buy |
3,786
+2
| +0.1% | +$520 | 0.29% | 44 |
|
|
2023
Q4 | $898K | Sell |
3,784
-90
| -2% | -$21.3K | 0.28% | 44 |
|
|
2023
Q3 | $823K | Hold |
3,874
| – | – | 0.3% | 47 |
|
|
2023
Q2 | $853K | Buy |
3,874
+73
| +2% | +$16.1K | 0.31% | 45 |
|
|
2023
Q1 | $776K | Buy |
3,801
+876
| +30% | +$179K | 0.3% | 46 |
|
|
2022
Q4 | $559K | Buy |
2,925
+67
| +2% | +$12.8K | 0.23% | 57 |
|
|
2022
Q3 | $513K | Buy |
2,858
+4
| +0.1% | +$718 | 0.25% | 54 |
|
|
2022
Q2 | $538K | Hold |
2,854
| – | – | 0.26% | 57 |
|
|
2022
Q1 | $650K | Buy |
2,854
+28
| +1% | +$6.38K | 0.3% | 56 |
|
|
2021
Q4 | $682K | Sell |
2,826
-14
| -0.5% | -$3.38K | 0.33% | 50 |
|
|
2021
Q3 | $631K | Sell |
2,840
-143
| -5% | -$31.8K | 0.4% | 48 |
|
|
2021
Q2 | $665K | Buy |
2,983
+218
| +8% | +$48.6K | 0.45% | 43 |
|
|
2021
Q1 | $571K | Hold |
2,765
| – | – | 0.44% | 48 |
|
|
2020
Q4 | $538K | Buy |
+2,765
| New | +$538K | 0.46% | 40 |
|