VISTA WEALTH MANAGEMENT GROUP, LLC – Dimensional U.S. Targeted Value ETF Transaction History
VISTA WEALTH MANAGEMENT GROUP, LLC portfolio value:
$14.83M
portfolio value
VISTA WEALTH MANAGEMENT GROUP, LLC quarter portfolio value change:
-3.11%
quarter
Dimensional U.S. Targeted Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.21% | -732 shares | 837K | $38.97 | 349.31K |
| Q2 2022 | share | Decrease | -3.23% | -11.69K shares | -2.84M | $40.22 | 350.04K |
| Q1 2022 | share | Decrease | -3.81% | -14.34K shares | -1.02M | $46.58 | 361.73K |
| Q4 2021 | share | Decrease | -6.01% | -24.05K shares | 105K | $47.4 | 376.08K |
| Q3 2021 | share | Decrease | -7.35% | -31.72K shares | -1.58M | $44.4 | 400.13K |
| Q2 2021 | share | Increase | 0.00% | 431.85K shares | 19.34M | $44.69 | 431.85K |