Bernardo Wealth Planning’s First Trust Value Line Dividend Fund FVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $515K | Buy |
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|
2025
Q2 | $498K | Buy |
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|
2025
Q1 | $496K | Sell |
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|
2024
Q4 | $511K | Sell |
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|
2024
Q3 | $648K | Sell |
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|
2024
Q2 | $627K | Sell |
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|
2024
Q1 | $672K | Buy |
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|
2023
Q4 | $646K | Buy |
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|
2023
Q3 | $595K | Buy |
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|
2023
Q2 | $638K | Buy |
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|
2023
Q1 | $639K | Buy |
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|
2022
Q4 | $635K | Sell |
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|
2022
Q3 | $917K | Sell |
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|
2022
Q2 | $992K | Buy |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $884K | Buy |
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|
2021
Q2 | $897K | Sell |
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|
2021
Q1 | $9.12M | Sell |
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|
2020
Q4 | $8.56M | Sell |
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|
2020
Q3 | $8.59M | Buy |
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|
2020
Q2 | $6.42M | Buy |
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|
2020
Q1 | $378K | Buy |
|