WDG
Wealth Dimensions Group’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
2,289
+139
| +6% | +$60.9K | 0.22% | 62 |
|
|
2025
Q1 | $797K | Buy |
2,150
+64
| +3% | +$23.7K | 0.19% | 65 |
|
|
2024
Q4 | $856K | Sell |
2,086
-110
| -5% | -$45.1K | 0.21% | 62 |
|
|
2024
Q3 | $843K | Sell |
2,196
-15
| -0.7% | -$5.76K | 0.21% | 58 |
|
|
2024
Q2 | $834K | Buy |
2,211
+92
| +4% | +$34.7K | 0.24% | 50 |
|
|
2024
Q1 | $729K | Buy |
2,119
+4
| +0.2% | +$1.38K | 0.22% | 60 |
|
|
2023
Q4 | $657K | Sell |
2,115
-52
| -2% | -$16.2K | 0.21% | 61 |
|
|
2023
Q3 | $590K | Buy |
2,167
+96
| +5% | +$26.1K | 0.21% | 69 |
|
|
2023
Q2 | $586K | Hold |
2,071
| – | – | 0.21% | 66 |
|
|
2023
Q1 | $517K | Buy |
2,071
+177
| +9% | +$44.1K | 0.2% | 70 |
|
|
2022
Q4 | $404K | Sell |
1,894
-60
| -3% | -$12.8K | 0.16% | 85 |
|
|
2022
Q3 | $418K | Sell |
1,954
-340
| -15% | -$72.7K | 0.21% | 69 |
|
|
2022
Q2 | $511K | Sell |
2,294
-7
| -0.3% | -$1.56K | 0.24% | 59 |
|
|
2022
Q1 | $662K | Buy |
2,301
+407
| +21% | +$117K | 0.31% | 55 |
|
|
2021
Q4 | $608K | Hold |
1,894
| – | – | 0.3% | 58 |
|
|
2021
Q3 | $549K | Sell |
1,894
-13
| -0.7% | -$3.77K | 0.35% | 57 |
|
|
2021
Q2 | $547K | Sell |
1,907
-76
| -4% | -$21.8K | 0.37% | 53 |
|
|
2021
Q1 | $510K | Buy |
1,983
+100
| +5% | +$25.7K | 0.4% | 55 |
|
|
2020
Q4 | $477K | Buy |
+1,883
| New | +$477K | 0.41% | 48 |
|