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

Wealth Dimensions Group, Ltd.

  • $394 Million
  • Q3 2024

A detailed history of Wealth Dimensions Group, Ltd. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 7,811 shares of VO stock, worth $2.09 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
7,811
Previous 7,852 0.52%
Holding current value
$2.09 Million
Previous $1.9 Million 8.42%
% of portfolio
0.52%
Previous 0.54%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$237.84 - $263.83 $9,751 - $10,817
-41 Reduced 0.52%
7,811 $2.06 Million
Q2 2024

Aug 09, 2024
SELL
$234.99 - $248.98 $89,766 - $95,110
-382 Reduced 4.64%
7,852 $1.9 Million
Q1 2024

May 09, 2024
SELL
$225.86 - $249.86 $12,874 - $14,242
-57 Reduced 0.69%
8,234 $2.06 Million
Q4 2023

Feb 09, 2024
SELL
$195.66 - $233.95 $4,108 - $4,912
-21 Reduced 0.25%
8,291 $1.93 Million
Q3 2023

Nov 14, 2023
BUY
$206.6 - $228.23 $53,302 - $58,883
258 Added 3.2%
8,312 $1.73 Million
Q2 2023

Aug 14, 2023
BUY
$203.43 - $220.16 $14,646 - $15,851
72 Added 0.9%
8,054 $1.77 Million
Q1 2023

May 09, 2023
SELL
$200.2 - $225.98 $10,410 - $11,750
-52 Reduced 0.65%
7,982 $1.68 Million
Q4 2022

Feb 10, 2023
BUY
$186.57 - $217.26 $994,044 - $1.16 Million
5,328 Added 196.9%
8,034 $1.64 Million
Q3 2022

Nov 10, 2022
BUY
$187.98 - $227.42 $64,289 - $77,777
342 Added 14.47%
2,706 $509,000
Q2 2022

Aug 05, 2022
SELL
$190.36 - $240.41 $5,330 - $6,731
-28 Reduced 1.17%
2,364 $466,000
Q1 2022

May 04, 2022
BUY
$219.86 - $253.39 $525,905 - $606,108
2,392 New
2,392 $569,000

Others Institutions Holding VO

# of Institutions
2,092
Shares Held
173M
Call Options Held
57K
Put Options Held
93.7K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Wealth Dimensions Group, Ltd. Portfolio

Follow Wealth Dimensions Group, Ltd. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email