BFWM
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Bright Futures Wealth Management’s Fidelity High Dividend ETF FDVV Stock Holding History

Bright Futures Wealth Management’s Portfolio FDVV Stock Details FDVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-47,369
Closed -$2.4M – 160
2024
Q3 		$2.4M Sell
47,369
-10,368
-18% -$526K 1.16% 20
2024
Q2 		$2.75M Buy
57,737
+8,549
+17% +$408K 1.49% 11
2024
Q1 		$2.3M Buy
+49,188
New +$2.3M 1.24% 21