Garden State Investment Advisory Services’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $845K | Sell |
41,185
-5,036
| -11% | -$103K | 0.21% | 91 |
|
|
2025
Q1 | $923K | Sell |
46,221
-305
| -0.7% | -$6.09K | 0.3% | 71 |
|
|
2024
Q4 | $1M | Buy |
46,526
+3,511
| +8% | +$75.5K | 0.3% | 64 |
|
|
2024
Q3 | $949K | Buy |
43,015
+8,060
| +23% | +$178K | 0.3% | 69 |
|
|
2024
Q2 | $727K | Buy |
34,955
+16,380
| +88% | +$341K | 0.25% | 80 |
|
|
2024
Q1 | $406K | Buy |
+18,575
| New | +$406K | 0.15% | 132 |
|