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

Wealth Dimensions Group, Ltd.

$418 Million
Q1 2025

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 8,131 shares of VO stock, worth $2.2 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

8,131

Previous 7,968 2.05%

Holding current value

$2.2 Million

Previous $2.1 Million 0.1%

% of portfolio

0.5%

Previous 0.52%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$251.87 - $277.95 $41,054 - $45,305	163 Added 2.05%	8,131 $2.1 Million
Q4 2024 Feb 13, 2025	BUY	$261.5 - $284.63 $41,055 - $44,686	157 Added 2.01%	7,968 $2.1 Million
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

2,350

Shares Held

196M

Call Options Held

69.3K

Put Options Held

25.1K

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About VANGUARD MID-CAP ETF

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