A detailed history of Wealth Dimensions Group, Ltd. transactions in Vanguard Russell 1000 Value Et stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 244,147 shares of VONV stock, worth $18.6 Million. This represents 5.67% of its overall portfolio holdings.

Number of Shares
244,147
Previous 244,262 0.05%
Holding current value
$18.6 Million
Previous $17.7 Million 8.36%
% of portfolio
5.67%
Previous 5.61%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

SELL
$71.01 - $78.64 $8,166 - $9,043
-115 Reduced 0.05%
244,147 $19.2 Million
Q4 2023

Feb 09, 2024

BUY
$63.06 - $72.78 $10,909 - $12,590
173 Added 0.07%
244,262 $17.7 Million
Q3 2023

Nov 14, 2023

BUY
$66.58 - $71.74 $811,676 - $874,582
12,191 Added 5.26%
244,089 $16.3 Million
Q2 2023

Aug 14, 2023

BUY
$65.19 - $69.21 $237,747 - $252,408
3,647 Added 1.6%
231,898 $16 Million
Q1 2023

May 09, 2023

BUY
$63.71 - $70.86 $704,122 - $783,144
11,052 Added 5.09%
228,251 $15.2 Million
Q4 2022

Feb 10, 2023

BUY
$64.35 - $69.81 $1.07 Million - $1.16 Million
16,584 Added 8.27%
217,199 $14.5 Million
Q3 2022

Nov 10, 2022

BUY
N/A
14,631 Added 7.87%
200,615 $12 Million
Q2 2022

Aug 05, 2022

BUY
N/A
16,653 Added 9.83%
185,984 $11.8 Million
Q1 2022

May 04, 2022

BUY
N/A
16,369 Added 10.7%
169,331 $12.3 Million
Q4 2021

Feb 04, 2022

BUY
N/A
13,186 Added 9.43%
152,962 $11.3 Million
Q3 2021

Nov 03, 2021

BUY
N/A
13,254 Added 10.48%
139,776 $9.6 Million
Q2 2021

Aug 12, 2021

BUY
N/A
86,239 Added 214.08%
126,522 $8.81 Million
Q1 2021

May 13, 2021

BUY
N/A
4,201 Added 11.64%
40,283 $5.36 Million
Q4 2020

Feb 17, 2021

BUY
N/A
36,082 New
36,082 $4.32 Million

Others Institutions Holding VONV

About VANGUARD RUSSELL 1000 VALUE ET


  • Ticker VONV
  • Sector ETFs
  • Industry ETFs
More about VONV
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.