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Vest Financial’s Donaldson DCI Stock Holding History

Vest Financial’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.09M Buy
59,044
+14,120
+31% +$979K 0.06% 191
2025
Q1 		$3.01M Buy
+44,924
New +$3.01M 0.05% 188
2024
Q1 		– Sell
-3,582
Closed -$234K – 271
2023
Q4 		$234K Buy
+3,582
New +$234K 0.01% 194