WDG
Wealth Dimensions Group’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Hold |
1,065
| – | – | 0.07% | 130 |
|
|
2025
Q1 | $274K | Hold |
1,065
| – | – | 0.07% | 132 |
|
|
2024
Q4 | $287K | Sell |
1,065
-107
| -9% | -$28.9K | 0.07% | 122 |
|
|
2024
Q3 | $309K | Buy |
1,172
+1
| +0.1% | +$263 | 0.08% | 113 |
|
|
2024
Q2 | $292K | Hold |
1,171
| – | – | 0.08% | 113 |
|
|
2024
Q1 | $281K | Hold |
1,171
| – | – | 0.08% | 113 |
|
|
2023
Q4 | $255K | Hold |
1,171
| – | – | 0.08% | 118 |
|
|
2023
Q3 | $229K | Hold |
1,171
| – | – | 0.08% | 120 |
|
|
2023
Q2 | $237K | Hold |
1,171
| – | – | 0.09% | 121 |
|
|
2023
Q1 | $219K | Hold |
1,171
| – | – | 0.08% | 124 |
|
|
2022
Q4 | $204K | Buy |
+1,171
| New | +$204K | 0.08% | 125 |
|
|
2022
Q3 | – | Sell |
-1,171
| Closed | -$202K | – | 126 |
|
|
2022
Q2 | $202K | Hold |
1,171
| – | – | 0.1% | 123 |
|
|
2022
Q1 | $244K | Hold |
1,171
| – | – | 0.11% | 121 |
|
|
2021
Q4 | $259K | Hold |
1,171
| – | – | 0.13% | 114 |
|
|
2021
Q3 | $235K | Hold |
1,171
| – | – | 0.15% | 115 |
|
|
2021
Q2 | $235K | Hold |
1,171
| – | – | 0.16% | 106 |
|
|
2021
Q1 | $217K | Hold |
1,171
| – | – | 0.17% | 107 |
|
|
2020
Q4 | $206K | Buy |
+1,171
| New | +$206K | 0.18% | 104 |
|