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Vista Wealth Management Group, LLC

SEC CIK
0001800593
Latest filing
Apr 17, 2025

DASH holding history

DoorDash, Inc. in every 13F filed by Vista Wealth Management Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DASH overviewAll 13F holders of DASHFull Q1 2025 holdings

Shares (Q1 2025)
242,823
Value
$44.4M
% of portfolio
2.9%
Quarters held
17
Since Q1 2021
Holdings of DASH by Vista Wealth Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2025242,823$44.4M2.9%−43,971−15.3%ReducedHolders
Q4 2024286,794$48.1M3.1%+19,762+7.4%AddedHolders
Q3 2024267,032$38.1M2.5%−1,535−0.6%ReducedHolders
Q2 2024268,567$29.2M2.1%−150.0%ReducedHolders
Q1 2024268,582$37.0M2.8%−24,679−8.4%ReducedHolders
Q4 2023293,261$29.0M2.5%+3,355+1.2%AddedHolders
Q3 2023289,906$23.0M2.2%+20,421+7.6%AddedHolders
Q2 2023269,485$20.6M2.0%+50.0%AddedHolders
Q1 2023269,480$17.1M1.9%+9,677+3.7%AddedHolders
Q4 2022259,803$12.7M1.5%00.0%UnchangedHolders
Q3 2022259,803$11.5M1.5%+17,525+7.2%AddedHolders
Q2 2022242,278$17.4M2.5%+4,450+1.9%AddedHolders
Q1 2022237,828$27.9M4.1%+15,564+7.0%AddedHolders
Q4 2021222,264$33.1M5.4%+35,331+18.9%AddedHolders
Q3 2021186,933$38.5M6.9%+96,233+106.1%AddedHolders
Q2 202190,700$16.2M3.7%+35,081+63.1%AddedHolders
Q1 202155,619$7.29M3.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.