Wealth Dimensions Group, Ltd. Vanguard Small Cap ETF Transaction History
Wealth Dimensions Group, Ltd.
- $484 Million
- Q3 2025
A detailed history of Wealth Dimensions Group, Ltd. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 2,395 shares of VB stock, worth $598,294. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,395
Previous 2,424
1.2%
Holding current value
$598,294
Previous $574,000
6.1%
% of portfolio
0.13%
Previous 0.13%
Shares
18 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares Held
164MCall Options Held
68.3KPut Options Held
26.1K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio