VISTA WEALTH MANAGEMENT GROUP, LLC – Dimensional U.S. Small Cap ETF Transaction History
VISTA WEALTH MANAGEMENT GROUP, LLC portfolio value:
$24.30M
portfolio value
VISTA WEALTH MANAGEMENT GROUP, LLC quarter portfolio value change:
-3.08%
quarter
Dimensional U.S. Small Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.90% | 18.30K shares | 1.73M | $46.52 | 487.65K |
| Q2 2022 | share | Decrease | -2.06% | -9.86K shares | -4.29M | $48 | 469.34K |
| Q1 2022 | share | Increase | +8.52% | 37.61K shares | 373K | $56.06 | 479.20K |
| Q4 2021 | share | Increase | +4.85% | 20.41K shares | 2.27M | $60.02 | 441.59K |
| Q3 2021 | share | Increase | +3.59% | 14.60K shares | 474K | $57.5 | 421.17K |
| Q2 2021 | share | Increase | 0.00% | 406.56K shares | 23.74M | $58.26 | 406.56K |