DeDora Capital’s Willamette Valley Vineyards WVVI Stock Holding History

DeDora Capital’s Portfolio WVVI Stock Details WVVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-100	Closed	-$1K	–	392
2022 Q1	$1K	Buy	+100	New	+$935	﹤0.01%	399

Other funds holding WVVI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

NCM

Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CWA

Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DeDora Capital's WVVI Position: Q2 2022 in Review

DeDora Capital sold out of Willamette Valley Vineyards (WVVI) in Q2 2022, closing a stake of 100 shares — an estimated $1K sold.

DeDora Capital first reported a position in WVVI in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 34 funds tracked by Wall St. Rank hold WVVI as of Q2 2022.

DeDora Capital reported no remaining Willamette Valley Vineyards position as of Q2 2022 after selling out during the quarter.
DeDora Capital sold 100 Willamette Valley Vineyards shares in Q2 2022, an estimated $1K.
DeDora Capital first reported a position in Willamette Valley Vineyards in Q1 2022 and held it in 1 quarter.
DeDora Capital's Willamette Valley Vineyards position peaked at $1K in Q1 2022.
34 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q2 2022.

Based on DeDora Capital's 13F filing for Q2 2022, filed 27 Jul 2022.