Gratus Wealth Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History

Gratus Wealth Advisors’s Portfolio FVD Stock Details FVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$275K	Buy
2025 Q1	$273K	Sell
2024 Q4	$300K	Buy
2024 Q3	$305K	Buy
2024 Q2	$287K	Sell
2024 Q1	$305K	Sell
2023 Q4	$320K	Buy