Guardian Wealth Advisors (North Carolina)’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Hold |
8,136
| – | – | 0.08% | 133 |
|
|
2025
Q1 | $1.09M | Sell |
8,136
-687
| -8% | -$92.3K | 0.09% | 121 |
|
|
2024
Q4 | $1.16M | Buy |
8,823
+61
| +0.7% | +$8.01K | 0.09% | 117 |
|
|
2024
Q3 | $1.18M | Sell |
8,762
-1,329
| -13% | -$180K | 0.13% | 90 |
|
|
2024
Q2 | $1.22M | Hold |
10,091
| – | – | 0.14% | 87 |
|
|
2024
Q1 | $1.24M | Buy |
10,091
+9,891
| +4,946% | +$1.22M | 0.15% | 85 |
|
|
2023
Q4 | $23.4K | Buy |
+200
| New | +$23.4K | ﹤0.01% | 344 |
|
|
2022
Q1 | – | Sell |
-9
| Closed | -$1K | – | 256 |
|
|
2021
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 235 |
|