VSM Wealth Advisory’s Dollar General DG Stock Holding History

VSM Wealth Advisory’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
2025 Q2	–	Sell	-50	Closed	-$4.4K	–	519
2025 Q1	$4.4K	Buy	+50	New	+$3.79K	﹤0.01%	414

Other funds holding DG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VSM Wealth Advisory's DG Position: Q2 2025 in Review

VSM Wealth Advisory sold out of Dollar General (DG) in Q2 2025, closing a stake of 50 shares — an estimated $4.4K sold.

VSM Wealth Advisory first reported a position in DG in Q1 2025 and held it in 1 quarter. The position peaked at $4.4K in Q1 2025. 1,020 funds tracked by Wall St. Rank hold DG as of Q2 2025.

VSM Wealth Advisory reported no remaining Dollar General position as of Q2 2025 after selling out during the quarter.
VSM Wealth Advisory sold 50 Dollar General shares in Q2 2025, an estimated $4.4K.
VSM Wealth Advisory first reported a position in Dollar General in Q1 2025 and held it in 1 quarter.
VSM Wealth Advisory's Dollar General position peaked at $4.4K in Q1 2025.
1,020 funds tracked by Wall St. Rank held Dollar General as of Q2 2025.

Based on VSM Wealth Advisory's 13F filing for Q2 2025, filed 11 Aug 2025.