Miller Wealth Advisors’s Dollar General DG Stock Holding History

Miller Wealth Advisors’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	$27K	Buy	227 +1	+0.4%	+$143	0.01%	47
2025 Q4	$30.1K	Buy	226 +1	+0.4%	+$112	0.01%	42
2025 Q3	$23.3K	Buy	225 +1	+0.4%	+$110	0.01%	53
2025 Q2	$25.6K	Buy	224 +2	+0.9%	+$199	0.01%	44
2025 Q1	$19.6K	Buy	222 +1	+0.5%	+$76	0.01%	45
2024 Q4	$16.7K	Buy	221 +2	+0.9%	+$158	0.01%	44
2024 Q3	$17.9K	Buy	219 +1	+0.5%	+$110	0.01%	41
2024 Q2	$28.8K	Buy	218 +1	+0.5%	+$140	0.02%	38
2024 Q1	$33.9K	Buy	217 +1	+0.5%	+$142	0.02%	36
2023 Q4	$29.4K	Buy	216 +1	+0.5%	+$121	0.02%	37
2023 Q3	$22.8K	Buy	215 +1	+0.5%	+$149	0.02%	38
2023 Q2	$36.4K	Sell	214 -1,254	-85%	-$248K	0.02%	25
2023 Q1	$218K	Buy	1,468 +1,043	+245%	+$234K	1.06%	7
2022 Q4	$105K	Buy	425 +213	+100%	+$52.7K	0.07%	22
2022 Q3	$52K	Hold	212	–	–	0.04%	40
2022 Q2	$52K	Hold	212	–	–	0.04%	27
2022 Q1	$47K	Buy	212 +1	+0.5%	+$212	0.03%	28
2021 Q4	$50K	Buy	+211	New	+$46.6K	0.03%	25

Other funds holding DG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return