Fogel Capital Management’s iShares Select Dividend ETF DVY Stock Holding History

Fogel Capital Management’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$333K	Hold
2025 Q2	$311K	Sell
2025 Q1	$385K	Hold
2024 Q4	$377K	Hold
2024 Q3	$388K	Hold
2024 Q2	$347K	Hold
2024 Q1	$348K	Buy
2023 Q4	$299K	Buy