GoalVest Advisory’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-114	Closed	-$3.82K	–	504
2025 Q1	$3.82K	Sell	114 -211	-65%	-$7.07K	﹤0.01%	298
2024 Q4	$11.7K	Sell	325 -350	-52%	-$12.5K	﹤0.01%	275
2024 Q3	$24.6K	Buy	+675	New	+$24.6K	0.01%	253