Wealth Dimensions Group, Ltd. Vanguard Small Cap ETF Transaction History

Wealth Dimensions Group, Ltd.

$394 Million
Q3 2024

A detailed history of Wealth Dimensions Group, Ltd. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 2,024 shares of VB stock, worth $505,271. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,024

Previous 2,025 0.05%

Holding current value

$505,271

Previous $441,000 8.84%

% of portfolio

0.12%

Previous 0.13%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$214.77 - $237.72 $214 - $237	-1 Reduced 0.05%	2,024 $480,000
Q1 2024 May 09, 2024	SELL	$204.0 - $228.59 $4,896 - $5,486	-24 Reduced 1.17%	2,025 $462,000
Q4 2023 Feb 09, 2024	SELL	$175.26 - $215.9 $8,763 - $10,795	-50 Reduced 2.38%	2,049 $437,000
Q3 2023 Nov 14, 2023	SELL	$186.24 - $208.75 $4,469 - $5,010	-24 Reduced 1.13%	2,099 $396,000
Q2 2023 Aug 14, 2023	BUY	$181.26 - $198.89 $1,450 - $1,591	8 Added 0.38%	2,123 $422,000
Q1 2023 May 09, 2023	BUY	$179.51 - $208.76 $1,077 - $1,252	6 Added 0.28%	2,115 $400,000
Q4 2022 Feb 10, 2023	SELL	$172.82 - $196.57 $52,018 - $59,167	-301 Reduced 12.49%	2,109 $387,000
Q3 2022 Nov 10, 2022	BUY	$170.45 - $206.62 $340 - $413	2 Added 0.08%	2,410 $412,000
Q2 2022 Aug 05, 2022	BUY	$170.7 - $214.67 $24,239 - $30,483	142 Added 6.27%	2,408 $424,000
Q4 2021 Feb 04, 2022	SELL	$215.13 - $239.37 $12,047 - $13,404	-56 Reduced 2.41%	2,266 $512,000
Q3 2021 Nov 03, 2021	BUY	$211.9 - $229.42 $47,041 - $50,931	222 Added 10.57%	2,322 $508,000
Q2 2021 Aug 12, 2021	BUY	$211.77 - $228.05 $17,576 - $18,928	83 Added 4.12%	2,100 $473,000
Q1 2021 May 13, 2021	BUY	$191.53 - $223.48 $95,956 - $111,963	501 Added 33.05%	2,017 $432,000
Q4 2020 Feb 17, 2021	BUY	$156.0 - $196.91 $236,496 - $298,515	1,516 New	1,516 $295,000

Others Institutions Holding VB

# of Institutions

2,170

Shares Held

155M

Call Options Held

102K

Put Options Held

106K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

More about VB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Dimensions Group, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Dimensions Group, Ltd. with notifications on news.

Account

Wealth Dimensions Group, Ltd. Vanguard Small Cap ETF Transaction History