Concord Wealth Partners
EVT icon

Concord Wealth Partners’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Concord Wealth Partners’s Portfolio EVT Stock Details EVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-875
Closed -$24.2K – 837
2026
Q2 		$24.2K Buy
+875
New +$23K ﹤0.01% 454
2022
Q3 		– Sell
-446
Closed -$11K – 463
2022
Q2 		$11K Hold
446
– – ﹤0.01% 668
2022
Q1 		$13K Buy
+446
New +$12.3K ﹤0.01% 712

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Concord Wealth Partners's EVT Position: Q3 2026 in Review

Concord Wealth Partners sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2026, closing a stake of 875 shares — an estimated $24.2K sold.

Concord Wealth Partners first reported a position in EVT in Q1 2022 and held it in 3 quarters. The position peaked at $24.2K in Q2 2026. 78 funds tracked by Wall St. Rank hold EVT as of Q3 2026.

  • Concord Wealth Partners reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q3 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 875 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2026, an estimated $24.2K.
  • Concord Wealth Partners first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2022 and held it in 3 quarters.
  • Concord Wealth Partners's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $24.2K in Q2 2026.
  • 78 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.