Ownership history in Wealth Dimensions Group, Ltd. · 15 quarters on record
This page tracks every 13F SEC filing in which Wealth Dimensions Group, Ltd. reported a position in VANGUARD SCOTTSDALE FDS (VGSH). 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 | 806,019 | +38,480 | +5.0% | 9.39% | $47.3M | $58.38 |
| 2025 Q3 | ADDED | 767,539 | +27,162 | +3.7% | 9.29% | $45.2M | $57.75 |
| 2025 Q2 | REDUCED | 740,377 | -8,057 | -1.1% | 9.59% | $43.5M | $57.10 |
| 2025 Q1 | ADDED | 748,434 | +29,591 | +4.1% | 10.49% | $43.9M | $56.42 |
| 2024 Q4 | ADDED | 718,843 | +25,061 | +3.6% | 10.24% | $41.8M | $55.56 |
| 2024 Q3 | ADDED | 693,782 | +33,716 | +5.1% | 10.37% | $40.9M | $55.58 |
| 2024 Q2 | ADDED | 660,066 | +12,817 | +2.0% | 10.91% | $38.3M | $54.03 |
| 2024 Q1 | ADDED | 647,249 | +8,191 | +1.3% | 11.10% | $37.6M | $53.54 |
| 2023 Q4 | ADDED | 639,058 | +19,341 | +3.1% | 11.81% | $37.3M | $53.42 |
| 2023 Q3 | ADDED | 619,717 | +24,142 | +4.1% | 12.95% | $35.7M | $52.07 |
As of 2025 Q4 — sorted by position size