Wealth Dimensions Group, Ltd. Vanguard Total Stock Market Et Transaction History

Wealth Dimensions Group, Ltd.

$394 Million
Q3 2024

A detailed history of Wealth Dimensions Group, Ltd. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 4,140 shares of VTI stock, worth $1.21 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

4,140

Previous 4,067 1.79%

Holding current value

$1.21 Million

Previous $1.09 Million 7.82%

% of portfolio

0.3%

Previous 0.31%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$255.18 - $283.2 $18,628 - $20,673	73 Added 1.79%	4,140 $1.17 Million
Q2 2024 Aug 09, 2024	BUY	$245.23 - $269.4 $68,909 - $75,701	281 Added 7.42%	4,067 $1.09 Million
Q1 2024 May 09, 2024	BUY	$232.77 - $260.14 $465 - $520	2 Added 0.05%	3,786 $983,000
Q4 2023 Feb 09, 2024	SELL	$203.12 - $238.25 $18,280 - $21,442	-90 Reduced 2.32%	3,784 $897,000
Q2 2023 Aug 14, 2023	BUY	$200.75 - $220.28 $14,654 - $16,080	73 Added 1.92%	3,874 $853,000
Q1 2023 May 09, 2023	BUY	$189.85 - $210.01 $166,308 - $183,968	876 Added 29.95%	3,801 $775,000
Q4 2022 Feb 10, 2023	BUY	$179.3 - $204.18 $12,013 - $13,680	67 Added 2.34%	2,925 $559,000
Q3 2022 Nov 10, 2022	BUY	$179.47 - $216.24 $717 - $864	4 Added 0.14%	2,858 $513,000
Q1 2022 May 04, 2022	BUY	$209.9 - $242.97 $5,877 - $6,803	28 Added 0.99%	2,854 $650,000
Q4 2021 Feb 04, 2022	SELL	$221.73 - $242.96 $3,104 - $3,401	-14 Reduced 0.49%	2,826 $682,000
Q3 2021 Nov 03, 2021	SELL	$219.23 - $234.37 $31,349 - $33,514	-143 Reduced 4.79%	2,840 $631,000
Q2 2021 Aug 12, 2021	BUY	$209.28 - $222.82 $45,623 - $48,574	218 Added 7.88%	2,983 $665,000
Q4 2020 Feb 17, 2021	BUY	$166.99 - $194.64 $461,727 - $538,179	2,765 New	2,765 $538,000

Others Institutions Holding VTI

# of Institutions

3,041

Shares Held

453M

Call Options Held

1.81M

Put Options Held

618K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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 Total Stock Market Et Transaction History