Ownership history in Wealth Dimensions Group, Ltd. · 21 quarters on record
This page tracks every 13F SEC filing in which Wealth Dimensions Group, Ltd. reported a position in VANGUARD BD INDEX FDS (BSV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 246,853 | +4,091 | +1.7% | 3.86% | $19.5M | $78.30 |
| 2025 Q3 | ADDED | 242,762 | +1,563 | +0.6% | 3.94% | $19.2M | $77.38 |
| 2025 Q2 | REDUCED | 241,199 | -3,276 | -1.3% | 4.18% | $19.0M | $76.42 |
| 2025 Q1 | REDUCED | 244,475 | -631 | -0.3% | 4.57% | $19.1M | $75.30 |
| 2024 Q4 | ADDED | 245,106 | +12,728 | +5.5% | 4.64% | $18.9M | $73.88 |
| 2024 Q3 | REDUCED | 232,378 | -508 | -0.2% | 4.63% | $18.3M | $74.34 |
| 2024 Q2 | REDUCED | 232,886 | -455 | -0.2% | 5.09% | $17.9M | $71.83 |
| 2024 Q1 | ADDED | 233,341 | +1,979 | +0.9% | 5.28% | $17.9M | $71.22 |
| 2023 Q4 | REDUCED | 231,362 | -6,153 | -2.6% | 5.64% | $17.8M | $71.18 |
| 2023 Q3 | ADDED | 237,515 | +933 | +0.4% | 6.48% | $17.9M | $68.80 |
As of 2025 Q4 — sorted by position size