WDG
Wealth Dimensions Group’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Buy |
14,859
+488
| +3% | +$67.9K | 0.46% | 33 |
|
|
2025
Q1 | $1.91M | Buy |
14,371
+237
| +2% | +$31.5K | 0.46% | 33 |
|
|
2024
Q4 | $2.04M | Sell |
14,134
-28
| -0.2% | -$4.05K | 0.5% | 30 |
|
|
2024
Q3 | $2.08M | Sell |
14,162
-42
| -0.3% | -$6.18K | 0.53% | 30 |
|
|
2024
Q2 | $1.9M | Sell |
14,204
-161
| -1% | -$21.6K | 0.54% | 31 |
|
|
2024
Q1 | $2.01M | Sell |
14,365
-132
| -0.9% | -$18.5K | 0.59% | 32 |
|
|
2023
Q4 | $1.98M | Sell |
14,497
-868
| -6% | -$119K | 0.63% | 27 |
|
|
2023
Q3 | $1.83M | Sell |
15,365
-20
| -0.1% | -$2.39K | 0.67% | 26 |
|
|
2023
Q2 | $1.9M | Sell |
15,385
-233
| -1% | -$28.8K | 0.69% | 26 |
|
|
2023
Q1 | $1.88M | Sell |
15,618
-243
| -2% | -$29.3K | 0.73% | 25 |
|
|
2022
Q4 | $1.93M | Sell |
15,861
-2,288
| -13% | -$279K | 0.79% | 23 |
|
|
2022
Q3 | $2.06M | Sell |
18,149
-22
| -0.1% | -$2.49K | 1.02% | 20 |
|
|
2022
Q2 | $2.17M | Buy |
18,171
+2,881
| +19% | +$343K | 1.03% | 22 |
|
|
2022
Q1 | $2.16M | Sell |
15,290
-1,363
| -8% | -$192K | 1% | 18 |
|
|
2021
Q4 | $2.42M | Sell |
16,653
-41
| -0.2% | -$5.96K | 1.19% | 16 |
|
|
2021
Q3 | $2.35M | Sell |
16,694
-199
| -1% | -$28K | 1.5% | 13 |
|
|
2021
Q2 | $2.46M | Sell |
16,893
-421
| -2% | -$61.2K | 1.67% | 11 |
|
|
2021
Q1 | $2.42M | Sell |
17,314
-90
| -0.5% | -$12.6K | 1.88% | 10 |
|
|
2020
Q4 | $2.01M | Buy |
+17,404
| New | +$2.01M | 1.74% | 12 |
|