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

Vigilare Wealth Management’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
2026 Q2	$331K	Hold	634	–	–	0.1%	91
2026 Q1	$294K	Sell	634 -19	-3%	-$9.2K	0.1%	86
2025 Q4	$314K	Buy	653 +1	+0.2%	+$473	0.11%	90
2025 Q3	$302K	Buy	652 +1	+0.2%	+$451	0.1%	98
2025 Q2	$287K	Sell	651 -300	-32%	-$124K	0.11%	95
2025 Q1	$399K	Buy	951 +1	+0.1%	+$432	0.16%	58
2024 Q4	$404K	Buy	950 +2	+0.2%	+$866	0.16%	50
2024 Q3	$401K	Buy	948 +1	+0.1%	+$406	0.16%	57
2024 Q2	$371K	Buy	947 +1	+0.1%	+$388	0.16%	61
2024 Q1	$376K	Sell	946 -450	-32%	-$173K	0.19%	58
2023 Q4	$526K	Sell	1,396 -969	-41%	-$339K	0.27%	53
2023 Q3	$792K	Buy	2,365 +2	+0.1%	+$694	0.51%	28
2023 Q2	$812K	Sell	2,363 -2,939	-55%	-$989K	0.47%	30
2023 Q1	$1.76M	Sell	5,302 -21,871	-80%	-$7.27M	1%	14
2022 Q4	$9M	Buy	+27,173	New	+$8.83M	5.25%	4
2020 Q1	–	Sell	-1,625	Closed	-$461K	–	124
2019 Q4	$461K	Buy	+1,625	New	+$448K	0.31%	77

Other funds holding DIA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return