Dimensional Fund Advisors’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

Dimensional Fund Advisors’s Portfolio VIA Stock Details VIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-19,172	Closed	-$207K	–	3438
2024 Q1	$207K	Sell	19,172 -7,260	-27%	-$78.5K	﹤0.01%	3187
2023 Q4	$248K	Sell	26,432 -280	-1%	-$2.63K	﹤0.01%	3161
2023 Q3	$194K	Sell	26,712 -8,307	-24%	-$60.2K	﹤0.01%	3225
2023 Q2	$244K	Sell	35,019 -15,469	-31%	-$108K	﹤0.01%	3204
2023 Q1	$928K	Buy	50,488 +2,131	+4%	+$39.2K	﹤0.01%	2918
2022 Q4	$1.24K	Sell	48,357 -5,651	-10%	-$144	﹤0.01%	2851
2022 Q3	$1.87M	Buy	54,008 +2,211	+4%	+$76.4K	﹤0.01%	2730
2022 Q2	$1.98M	Buy	51,797 +1,447	+3%	+$55.4K	﹤0.01%	2741
2022 Q1	$2.07M	Buy	50,350 +655	+1%	+$27K	﹤0.01%	2820
2021 Q4	$2.84M	Buy	49,695 +2,004	+4%	+$115K	﹤0.01%	2751
2021 Q3	$2.43M	Sell	47,691 -3,425	-7%	-$175K	﹤0.01%	2801
2021 Q2	$2.9M	Buy	51,116 +845	+2%	+$47.9K	﹤0.01%	2775
2021 Q1	$2.68M	Sell	50,271 -261	-0.5%	-$13.9K	﹤0.01%	2769
2020 Q4	$2.42M	Buy	50,532 +262	+0.5%	+$12.5K	﹤0.01%	2755
2020 Q3	$2.09M	Buy	50,270 +112	+0.2%	+$4.66K	﹤0.01%	2729
2020 Q2	$1.77M	Buy	50,158 +2,982	+6%	+$105K	﹤0.01%	2794
2020 Q1	$1.48M	Buy	47,176 +733	+2%	+$23K	﹤0.01%	2794
2019 Q4	$2.14M	Buy	46,443 +1,259	+3%	+$58.1K	﹤0.01%	2841
2019 Q3	$2.38M	Buy	45,184 +3,017	+7%	+$159K	﹤0.01%	2820
2019 Q2	$2.36M	Hold	42,167	–	–	﹤0.01%	2859
2019 Q1	$1.88M	Hold	42,167	–	–	﹤0.01%	2908
2018 Q4	$1.57M	Hold	42,167	–	–	﹤0.01%	2930
2018 Q3	$1.74M	Sell	42,167 -2,005	-5%	-$82.7K	﹤0.01%	2957
2018 Q2	$2.15M	Hold	44,172	–	–	﹤0.01%	2872
2018 Q1	$2.62M	Hold	44,172	–	–	﹤0.01%	2807
2017 Q4	$2.74M	Hold	44,172	–	–	﹤0.01%	2790
2017 Q3	$3.31M	Buy	44,172 +182	+0.4%	+$13.7K	﹤0.01%	2723
2017 Q2	$4.14M	Hold	43,990	–	–	﹤0.01%	2652
2017 Q1	$3.51M	Hold	43,990	–	–	﹤0.01%	2683
2016 Q4	$3.33M	Buy	43,990 +200	+0.5%	+$15.1K	﹤0.01%	2673
2016 Q3	$3.19M	Buy	43,790 +7,800	+22%	+$568K	﹤0.01%	2653
2016 Q2	$2.97M	Buy	+35,990	New	+$2.97M	﹤0.01%	2659