GWA
Gratus Wealth Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Buy |
6,158
+36
| +0.6% | +$1.61K | 0.04% | 115 |
|
|
2025
Q1 | $273K | Sell |
6,122
-742
| -11% | -$33.1K | 0.04% | 110 |
|
|
2024
Q4 | $300K | Buy |
6,864
+43
| +0.6% | +$1.88K | 0.05% | 110 |
|
|
2024
Q3 | $305K | Buy |
6,821
+34
| +0.5% | +$1.52K | 0.05% | 109 |
|
|
2024
Q2 | $287K | Sell |
6,787
-821
| -11% | -$34.7K | 0.05% | 111 |
|
|
2024
Q1 | $305K | Sell |
7,608
-279
| -4% | -$11.2K | 0.06% | 110 |
|
|
2023
Q4 | $320K | Buy |
+7,887
| New | +$320K | 0.06% | 112 |
|