WDG
Wealth Dimensions Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Buy |
31,919
+963
| +3% | +$84K | 0.61% | 24 |
|
|
2025
Q1 | $2.5M | Buy |
30,956
+732
| +2% | +$59K | 0.6% | 23 |
|
|
2024
Q4 | $2.7M | Buy |
30,224
+51
| +0.2% | +$4.56K | 0.66% | 23 |
|
|
2024
Q3 | $2.7M | Sell |
30,173
-57
| -0.2% | -$5.09K | 0.68% | 22 |
|
|
2024
Q2 | $2.48M | Sell |
30,230
-855
| -3% | -$70.1K | 0.71% | 21 |
|
|
2024
Q1 | $2.64M | Sell |
31,085
-178
| -0.6% | -$15.1K | 0.78% | 20 |
|
|
2023
Q4 | $2.54M | Sell |
31,263
-793
| -2% | -$64.3K | 0.8% | 19 |
|
|
2023
Q3 | $2.29M | Sell |
32,056
-233
| -0.7% | -$16.6K | 0.83% | 20 |
|
|
2023
Q2 | $2.44M | Sell |
32,289
-908
| -3% | -$68.7K | 0.89% | 20 |
|
|
2023
Q1 | $2.39M | Sell |
33,197
-375
| -1% | -$27K | 0.93% | 19 |
|
|
2022
Q4 | $2.36M | Sell |
33,572
-3,023
| -8% | -$213K | 0.96% | 19 |
|
|
2022
Q3 | $2.44M | Sell |
36,595
-185
| -0.5% | -$12.3K | 1.21% | 18 |
|
|
2022
Q2 | $2.52M | Sell |
36,780
-1,219
| -3% | -$83.4K | 1.19% | 18 |
|
|
2022
Q1 | $3.15M | Buy |
37,999
+16,031
| +73% | +$1.33M | 1.46% | 14 |
|
|
2021
Q4 | $1.97M | Buy |
21,968
+1,517
| +7% | +$136K | 0.97% | 20 |
|
|
2021
Q3 | $1.81M | Sell |
20,451
-41
| -0.2% | -$3.63K | 1.16% | 18 |
|
|
2021
Q2 | $1.9M | Buy |
20,492
+9,972
| +95% | +$923K | 1.29% | 18 |
|
|
2021
Q1 | $1.88M | Sell |
10,520
-92
| -0.9% | -$16.4K | 1.46% | 15 |
|
|
2020
Q4 | $1.68M | Buy |
+10,612
| New | +$1.68M | 1.45% | 15 |
|