Ownership history in Wealth Dimensions Group, Ltd. Β· 21 quarters on record
This page tracks every 13F SEC filing in which Wealth Dimensions Group, Ltd. reported a position in VANGUARD SCOTTSDALE FDS (VONG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Wealth Dimensions Group, Ltd. outperformed the S&P 500 by +1.7% annually on this VONG position. Timing score: 60% (12/20 decisions correct). Average cost basis: $68.15. Maximum drawdown during holding period: β30.5%.
β
Outperformed SPY on this position by 1.7% ann.
20 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
12 of 20 add/trim decisions correct
Best entry: $53.06 (2022 Q3) Β· Worst: $120.36 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
15 adds Β· 6 trims. Bought during 5 of 5 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Wealth Dimensions Group, Ltd. has been actively increasing its VONG allocation β a bullish signal from insiders.
Currently 4.83% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size