Dimensional Fund Advisors’s Willamette Valley Vineyards WVVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $118K | Hold |
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|
2025
Q2 | $179K | Buy |
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|
2025
Q1 | $187K | Buy |
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|
2024
Q4 | $100K | Hold |
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|
2024
Q3 | $104K | Sell |
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|
2024
Q2 | $132K | Sell |
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|
2024
Q1 | $187K | Hold |
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|
2023
Q4 | $198K | Sell |
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|
2023
Q3 | $228K | Sell |
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|
2023
Q2 | $242K | Sell |
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|
2023
Q1 | $310K | Sell |
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|
2022
Q4 | $308 | Sell |
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|
2022
Q3 | $318K | Buy |
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|
2022
Q2 | $314K | Buy |
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|
2022
Q1 | $379K | Sell |
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|
2021
Q4 | $379K | Buy |
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|
2021
Q3 | $555K | Buy |
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|
2021
Q2 | $567K | Buy |
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|
2021
Q1 | $122K | Buy |
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|
2020
Q4 | $74K | Hold |
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|
2020
Q3 | $71K | Hold |
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|
2020
Q2 | $70K | Hold |
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|
2020
Q1 | $56K | Hold |
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|
2019
Q4 | $80K | Hold |
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|
2019
Q3 | $80K | Hold |
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|
2019
Q2 | $80K | Hold |
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|
2019
Q1 | $84K | Hold |
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|
2018
Q4 | $80K | Hold |
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|
2018
Q3 | $92K | Buy |
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|
2018
Q2 | $88K | Buy |
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