A detailed history of Vital Stone Financial, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Vital Stone Financial, LLC holds 16,331 shares of DBMF stock, worth $441,426. This represents 0.33% of its overall portfolio holdings.

Number of Shares
16,331
Previous 23,918 31.72%
Holding current value
$441,426
Previous $718,000 36.07%
% of portfolio
0.33%
Previous 0.54%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$26.82 - $30.58 $203,483 - $232,010
-7,587 Reduced 31.72%
16,331 $459,000
Q2 2024

Aug 07, 2024

BUY
$28.55 - $30.21 $357,902 - $378,712
12,536 Added 110.14%
23,918 $718,000
Q1 2024

May 06, 2024

BUY
$25.76 - $28.68 $293,200 - $326,435
11,382 New
11,382 $326,000

Others Institutions Holding DBMF

About LITMAN GREGORY FDS TR IMGP DBI


  • Ticker DBMF
  • Sector ETFs
  • Industry ETFs
More about DBMF
Track This Portfolio

Track Vital Stone Financial, LLC Portfolio

Follow Vital Stone Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vital Stone Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vital Stone Financial, LLC with notifications on news.