GGM Wealth Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $512K | Hold |
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|
2024
Q4 | $515K | Sell |
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|
2024
Q3 | $610K | Buy |
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|
2024
Q2 | $546K | Sell |
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|
2024
Q1 | $617K | Sell |
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|
2023
Q4 | $611K | Sell |
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|
2023
Q3 | $619K | Sell |
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|
2023
Q2 | $807K | Sell |
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|
2023
Q1 | $7.45M | Sell |
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|
2022
Q4 | $7.71M | Sell |
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|
2022
Q3 | $7.97M | Sell |
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|
2022
Q2 | $8.21M | Buy |
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|
2022
Q1 | $8.98M | Buy |
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|
2021
Q4 | $8.63M | Buy |
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|
2021
Q3 | $8.18M | Buy |
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|
2021
Q2 | $7.93M | Buy |
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