VitalStone Financial’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

VitalStone Financial’s Portfolio FDG Stock Details FDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$6.3K	Buy	68 +5	+8%	+$444	﹤0.01%	301
2024 Q2	$5.66K	Hold	63	–	–	﹤0.01%	314
2024 Q1	$5K	Sell	63 -4	-6%	-$307	﹤0.01%	332
2023 Q4	$5K	Sell	67 -5	-7%	-$327	﹤0.01%	331
2023 Q3	$5K	Buy	72 +49	+213%	+$3.24K	﹤0.01%	305
2023 Q2	$2K	Sell	23 -26	-53%	-$1.57K	﹤0.01%	787
2023 Q1	$5K	Buy	49 +26	+113%	+$1.46K	﹤0.01%	240
2022 Q4	$1K	Buy	+23	New	+$1.23K	﹤0.01%	476

Other funds holding FDG

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Slagle Financial Edwardsville, Illinois $334M AUM 29.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

VitalStone Financial's FDG Position: Q3 2024 in Review

VitalStone Financial increased its American Century Focused Dynamic Growth ETF (FDG) stake by 7.9% in Q3 2024, buying an estimated $444 and bringing the position to 68 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

VitalStone Financial first reported a position in FDG in Q4 2022 and has held it in 8 quarters since. 32 funds tracked by Wall St. Rank hold FDG as of Q3 2024.

VitalStone Financial held 68 shares of American Century Focused Dynamic Growth ETF worth $6.3K as of Q3 2024.
VitalStone Financial bought 5 American Century Focused Dynamic Growth ETF shares in Q3 2024, an estimated $444.
American Century Focused Dynamic Growth ETF made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #301 holding.
VitalStone Financial first reported a position in American Century Focused Dynamic Growth ETF in Q4 2022 and has held it in 8 quarters since.
32 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.