GA
DG icon

GoalVest Advisory’s Dollar General DG Stock Holding History

GoalVest Advisory’s Portfolio DG Stock Details DG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-118
Closed -$15.7K – 471
2025
Q4 		$15.7K Buy
+118
New +$13.2K ﹤0.01% 381
2022
Q4 		– Sell
-123
Closed -$30K – 250
2022
Q3 		$30K Hold
123
– – 0.02% 133
2022
Q2 		$31K Buy
+123
New +$28.7K 0.02% 190
2021
Q1 		– Sell
-233
Closed -$49K – 184
2020
Q4 		$49K Buy
+233
New +$49.8K 0.04% 118

Other funds holding DG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return