Vista Wealth Management Group, LLC Portfolio Holdings
Vista Wealth Management Group, LLC
- $1.45 Billion
- Q3 2024
Vista Wealth Management Group, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.45 Billion distributed in 240 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $230M, Dimensional ETF Tr Dimensional with a value of $168M, American Centy ETF Tr Avantis with a value of $137M, Dimensional ETF Tr Dimensional with a value of $75.6M, and American Centy ETF Tr Avantis with a value of $71.8M.
Examining the 13F form we can see an increase of $128M in the current position value, from $1.32B to 1.45B.
Below you can find more details about Vista Wealth Management Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 240
- Current Value $1.45 Billion
- Prior Value $1.32 Billion
- Filing
- Period Q3 2024
- Filing Date November 06, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 30 stocks
- Additional Purchases 107 stocks
- Sold out of 0 stocks
- Reduced holdings in 62 stocks