Fourth Dimension Wealth, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2056691
MIDDLEBURG HEIGHTS, OH
Position in VB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$248,038
-$17,650 QoQ
Shares Held
947
-8.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $248,038 | 947 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $265,688 | 1,030 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $274,876 | 1,081 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $256,649 | 1,083 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $240,155 | 1,083 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $260,223 | 1,083 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||