VBFG
Vishria Bird Financial Group’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Hold |
1,101
| – | – | 0.16% | 56 |
|
|
2025
Q1 | $462K | Sell |
1,101
-300
| -21% | -$126K | 0.16% | 57 |
|
|
2024
Q4 | $596K | Hold |
1,401
| – | – | 0.21% | 49 |
|
|
2024
Q3 | $593K | Hold |
1,401
| – | – | 0.22% | 50 |
|
|
2024
Q2 | $548K | Hold |
1,401
| – | – | 0.23% | 41 |
|
|
2024
Q1 | $557K | Hold |
1,401
| – | – | 0.24% | 41 |
|
|
2023
Q4 | $528K | Hold |
1,401
| – | – | 0.25% | 39 |
|
|
2023
Q3 | $469K | Hold |
1,401
| – | – | 0.27% | 36 |
|
|
2023
Q2 | $482K | Hold |
1,401
| – | – | 0.29% | 34 |
|
|
2023
Q1 | $466K | Sell |
1,401
-331
| -19% | -$110K | 0.3% | 34 |
|
|
2022
Q4 | $574K | Hold |
1,732
| – | – | 0.4% | 30 |
|
|
2022
Q3 | $498K | Hold |
1,732
| – | – | 0.34% | 35 |
|
|
2022
Q2 | $533K | Sell |
1,732
-132
| -7% | -$40.6K | 0.35% | 30 |
|
|
2022
Q1 | $646K | Hold |
1,864
| – | – | 0.36% | 31 |
|
|
2021
Q4 | $677K | Sell |
1,864
-65
| -3% | -$23.6K | 0.32% | 35 |
|
|
2021
Q3 | $653K | Sell |
1,929
-88
| -4% | -$29.8K | 0.34% | 36 |
|
|
2021
Q2 | $696K | Sell |
2,017
-136
| -6% | -$46.9K | 0.34% | 38 |
|
|
2021
Q1 | $711K | Sell |
2,153
-402
| -16% | -$133K | 0.39% | 33 |
|
|
2020
Q4 | $781K | Sell |
2,555
-498
| -16% | -$152K | 0.44% | 30 |
|
|
2020
Q3 | $847K | Buy |
3,053
+17
| +0.6% | +$4.72K | 0.53% | 24 |
|
|
2020
Q2 | $783K | Sell |
3,036
-13,559
| -82% | -$3.5M | 0.61% | 19 |
|
|
2020
Q1 | $3.64M | Buy |
16,595
+156
| +0.9% | +$34.2K | 3.81% | 12 |
|
|
2019
Q4 | $4.69M | Sell |
16,439
-1,230
| -7% | -$351K | 4.55% | 11 |
|
|
2019
Q3 | $4.76M | Buy |
17,669
+195
| +1% | +$52.5K | 5.44% | 7 |
|
|
2019
Q2 | $4.65M | Sell |
17,474
-1,754
| -9% | -$466K | 4.64% | 9 |
|
|
2019
Q1 | $4.98M | Sell |
19,228
-506
| -3% | -$131K | 5.04% | 7 |
|
|
2018
Q4 | $4.6M | Buy |
19,734
+305
| +2% | +$71.1K | 5.09% | 8 |
|
|
2018
Q3 | $5.14M | Sell |
19,429
-18
| -0.1% | -$4.76K | 4.41% | 10 |
|
|
2018
Q2 | $4.72M | Buy |
+19,447
| New | +$4.72M | 4.38% | 10 |
|