Great Valley Advisor Group’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $696K | Buy |
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|
2025
Q2 | $630K | Buy |
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|
2025
Q1 | $633K | Sell |
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|
2024
Q4 | $623K | Sell |
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|
2024
Q3 | $661K | Buy |
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|
2024
Q2 | $559K | Buy |
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|
2024
Q1 | $563K | Sell |
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|
2023
Q4 | $719K | Sell |
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|
2023
Q3 | $701K | Buy |
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|
2023
Q2 | $723K | Sell |
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|
2023
Q1 | $961K | Buy |
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|
2022
Q4 | $924K | Buy |
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|
2022
Q3 | $710K | Sell |
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|
2022
Q2 | $805K | Buy |
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|
2022
Q1 | $734K | Buy |
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|
2021
Q4 | $576K | Buy |
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|
2021
Q3 | $494K | Buy |
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|
2021
Q2 | $498K | Sell |
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|
2021
Q1 | $506K | Buy |
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|
2020
Q4 | $406K | Buy |
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|
2020
Q3 | $343K | Buy |
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|
2020
Q2 | $334K | Buy |
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|
2020
Q1 | $283K | Buy |
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|
2019
Q4 | $402K | Buy |
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|
2019
Q3 | $385K | Sell |
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|
2019
Q2 | $508K | Sell |
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|
2019
Q1 | $528K | Sell |
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|
2018
Q4 | $500K | Buy |
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