V Wealth Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

V Wealth Advisors’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$853K	Sell	2,547 -1,805	-41%	-$626K	0.68%	29
2023 Q2	$1.5M	Buy	4,352 +81	+2%	+$27.3K	0.25%	83
2023 Q1	$1.42M	Buy	4,271 +153	+4%	+$50.8K	0.27%	82
2022 Q4	$1.36M	Buy	4,118 +1,152	+39%	+$374K	0.28%	79
2022 Q3	$852K	Sell	2,966 -88	-3%	-$28K	0.17%	127
2022 Q2	$940K	Buy	3,054 +64	+2%	+$20.9K	0.18%	139
2022 Q1	$1.04M	Buy	2,990 +9	+0.3%	+$3.12K	0.17%	141
2021 Q4	$1.08M	Sell	2,981 -290	-9%	-$103K	0.16%	148
2021 Q3	$1.11M	Buy	3,271 +50	+2%	+$17.5K	0.17%	139
2021 Q2	$1.11M	Buy	3,221 +6	+0.2%	+$2.05K	0.18%	139
2021 Q1	$1.06M	Buy	3,215 +5	+0.2%	+$1.58K	0.2%	127
2020 Q4	$982K	Buy	3,210 +476	+17%	+$139K	0.2%	132
2020 Q3	$759K	Sell	2,734 -466	-15%	-$127K	0.53%	50
2020 Q2	$825K	Sell	3,200 -614	-16%	-$151K	0.21%	117
2020 Q1	$836K	Buy	+3,814	New	+$1.01M	0.26%	102
2017 Q3	–	Sell	-230	Closed	-$49K	–	321
2017 Q2	$49K	Buy	+230	New	+$48.3K	0.02%	319

Other funds holding DIA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

V Wealth Advisors's DIA Position: Q3 2023 in Review

V Wealth Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 41% in Q3 2023, selling an estimated $626K and leaving 2,547 shares worth $853K. The position accounts for 0.68% of the portfolio, ranked #29.

V Wealth Advisors first reported a position in DIA in Q2 2017 and has held it in 16 quarters since. The position peaked at $1.5M in Q2 2023. 1,026 funds tracked by Wall St. Rank hold DIA as of Q3 2023.

V Wealth Advisors held 2,547 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $853K as of Q3 2023.
V Wealth Advisors sold 1,805 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2023, an estimated $626K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.68% of V Wealth Advisors's portfolio in Q3 2023, its #29 holding.
V Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2017 and has held it in 16 quarters since.
V Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.5M in Q2 2023.
1,026 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.