Fonville Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $615K | Sell |
4,628
-137
| -3% | -$18.2K | 0.16% | 74 |
|
|
2025
Q1 | $615K | Buy |
4,765
+312
| +7% | +$40.3K | 0.18% | 69 |
|
|
2024
Q4 | $585K | Sell |
4,453
-176
| -4% | -$23.1K | 0.19% | 65 |
|
|
2024
Q3 | $625K | Sell |
4,629
-17
| -0.4% | -$2.3K | 0.22% | 62 |
|
|
2024
Q2 | $562K | Sell |
4,646
-293
| -6% | -$35.4K | 0.22% | 64 |
|
|
2024
Q1 | $608K | Buy |
4,939
+521
| +12% | +$64.2K | 0.27% | 58 |
|
|
2023
Q4 | $518K | Buy |
+4,418
| New | +$518K | 0.27% | 63 |
|