Fonville Wealth Management’s First Trust Value Line Dividend Fund FVD Stock Holding History

Fonville Wealth Management’s Portfolio FVD Stock Details FVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.35M	Buy
2025 Q2	$1.25M	Buy
2025 Q1	$1.24M	Buy
2024 Q4	$1.15M	Buy
2024 Q3	$1.15M	Sell
2024 Q2	$1.05M	Sell
2024 Q1	$1.11M	Buy
2023 Q4	$949K	Buy