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Visionary Wealth Advisors’s Dollar General DG Stock Holding History

Visionary Wealth Advisors’s Portfolio DG Stock Details DG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,083
Closed -$228K – 467
2023
Q1 		$228K Sell
1,083
-62
-5% -$13.9K 0.02% 403
2022
Q4 		$282K Buy
1,145
+279
+32% +$69K 0.03% 335
2022
Q3 		$208K Sell
866
-1
-0.1% -$247 0.02% 363
2022
Q2 		$213K Sell
867
-293
-25% -$68.4K 0.02% 387
2022
Q1 		$258K Buy
1,160
+13
+1% +$2.76K 0.02% 361
2021
Q4 		$271K Buy
+1,147
New +$253K 0.02% 311

Other funds holding DG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Visionary Wealth Advisors's DG Position: Q2 2023 in Review

Visionary Wealth Advisors sold out of Dollar General (DG) in Q2 2023, closing a stake of 1,083 shares — an estimated $228K sold.

Visionary Wealth Advisors first reported a position in DG in Q4 2021 and held it in 6 quarters. The position peaked at $282K in Q4 2022. 1,163 funds tracked by Wall St. Rank hold DG as of Q2 2023.

  • Visionary Wealth Advisors reported no remaining Dollar General position as of Q2 2023 after selling out during the quarter.
  • Visionary Wealth Advisors sold 1,083 Dollar General shares in Q2 2023, an estimated $228K.
  • Visionary Wealth Advisors first reported a position in Dollar General in Q4 2021 and held it in 6 quarters.
  • Visionary Wealth Advisors's Dollar General position peaked at $282K in Q4 2022.
  • 1,163 funds tracked by Wall St. Rank held Dollar General as of Q2 2023.

Based on Visionary Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.