Wealth Dimensions Group’s Vanguard Value ETF VTV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$516K	Buy	2,922 +154	+6%	+$27.2K	0.11%	101
2025 Q1	$478K	Buy	2,768 +1,521	+122%	+$263K	0.11%	102
2024 Q4	$211K	Hold	1,247	–	–	0.05%	149
2024 Q3	$218K	Sell	1,247 -34	-3%	-$5.93K	0.06%	141
2024 Q2	$205K	Buy	+1,281	New	+$205K	0.06%	137