Guardian Wealth Advisors (North Carolina)’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173K | Hold |
7,000
| – | – | 0.01% | 336 |
|
|
2025
Q1 | $166K | Hold |
7,000
| – | – | 0.01% | 323 |
|
|
2024
Q4 | $170K | Hold |
7,000
| – | – | 0.01% | 318 |
|
|
2024
Q3 | $172K | Hold |
7,000
| – | – | 0.02% | 271 |
|
|
2024
Q2 | $164K | Sell |
7,000
-1,500
| -18% | -$35.1K | 0.02% | 261 |
|
|
2024
Q1 | $208K | Hold |
8,500
| – | – | 0.03% | 263 |
|
|
2023
Q4 | $196K | Hold |
8,500
| – | – | 0.03% | 245 |
|
|
2023
Q3 | $179K | Hold |
8,500
| – | – | 0.03% | 241 |
|
|
2023
Q2 | $187K | Hold |
8,500
| – | – | 0.03% | 228 |
|
|
2023
Q1 | $182K | Hold |
8,500
| – | – | 0.03% | 216 |
|
|
2022
Q4 | $181K | Buy |
+8,500
| New | +$181K | 0.03% | 204 |
|