GoalVest Advisory’s First Trust Value Line Dividend Fund FVD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-600
Closed -$24.5K 381
2024
Q2
$24.5K Buy
+600
New +$24.5K 0.01% 221
2021
Q2
$29K Sell
740
-110
-13% -$4.31K 0.02% 170
2021
Q1
$32K Sell
850
-950
-53% -$35.8K 0.02% 137
2020
Q4
$63K Buy
+1,800
New +$63K 0.05% 105