V Wealth Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $853K | Sell |
2,547
-1,805
| -41% | -$605K | 0.68% | 28 |
|
|
2023
Q2 | $1.5M | Buy |
4,352
+81
| +2% | +$27.9K | 0.25% | 82 |
|
|
2023
Q1 | $1.42M | Buy |
4,271
+153
| +4% | +$50.9K | 0.27% | 82 |
|
|
2022
Q4 | $1.36M | Buy |
4,118
+1,152
| +39% | +$382K | 0.28% | 78 |
|
|
2022
Q3 | $852K | Sell |
2,966
-88
| -3% | -$25.3K | 0.17% | 126 |
|
|
2022
Q2 | $940K | Buy |
3,054
+64
| +2% | +$19.7K | 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% | -$105K | 0.16% | 148 |
|
|
2021
Q3 | $1.11M | Buy |
3,271
+50
| +2% | +$16.9K | 0.17% | 139 |
|
|
2021
Q2 | $1.11M | Buy |
3,221
+6
| +0.2% | +$2.07K | 0.18% | 139 |
|
|
2021
Q1 | $1.06M | Buy |
3,215
+5
| +0.2% | +$1.65K | 0.2% | 127 |
|
|
2020
Q4 | $982K | Buy |
3,210
+476
| +17% | +$146K | 0.2% | 132 |
|
|
2020
Q3 | $759K | Sell |
2,734
-466
| -15% | -$129K | 0.53% | 50 |
|
|
2020
Q2 | $825K | Sell |
3,200
-614
| -16% | -$158K | 0.21% | 117 |
|
|
2020
Q1 | $836K | Buy |
+3,814
| New | +$836K | 0.26% | 102 |
|
|
2017
Q3 | – | Sell |
-230
| Closed | -$49K | – | 321 |
|
|
2017
Q2 | $49K | Buy |
+230
| New | +$49K | 0.02% | 319 |
|