IAG Wealth Partners’s First Trust Value Line Dividend Fund FVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Sell |
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|
2025
Q1 | $380K | Sell |
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|
2024
Q4 | $396K | Sell |
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|
2024
Q3 | $463K | Sell |
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|
2024
Q2 | $474K | Sell |
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|
2024
Q1 | $513K | Sell |
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|
2023
Q4 | $495K | Sell |
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|
2023
Q3 | $507K | Sell |
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|
2023
Q2 | $559K | Sell |
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|
2023
Q1 | $565K | Sell |
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|
2022
Q4 | $566K | Sell |
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|
2022
Q3 | $537K | Buy |
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|
2022
Q2 | $489K | Sell |
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|
2022
Q1 | $547K | Sell |
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|
2021
Q4 | $567K | Sell |
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|
2021
Q3 | $520K | Buy |
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|
2021
Q2 | $506K | Sell |
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|
2021
Q1 | $514K | Sell |
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|
2020
Q4 | $498K | Sell |
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|
2020
Q3 | $500K | Hold |
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|
2020
Q2 | $482K | Buy |
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|
2020
Q1 | $414K | Buy |
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|
2019
Q4 | $427K | Buy |
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