LWM
Lakeridge Wealth Management’s Fidelity High Dividend ETF FDVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5M | Buy |
335,907
+18,135
| +6% | +$943K | 8.03% | 1 |
|
|
2025
Q1 | $15.8M | Buy |
317,772
+21,614
| +7% | +$1.07M | 7.88% | 1 |
|
|
2024
Q4 | $14.8M | Buy |
296,158
+18,665
| +7% | +$932K | 7.64% | 1 |
|
|
2024
Q3 | $14.1M | Buy |
277,493
+9,746
| +4% | +$494K | 7.73% | 1 |
|
|
2024
Q2 | $12.5M | Buy |
267,747
+12,673
| +5% | +$593K | 7.53% | 1 |
|
|
2024
Q1 | $11.6M | Sell |
255,074
-667
| -0.3% | -$30.2K | 7.49% | 2 |
|
|
2023
Q4 | $10.8M | Buy |
+255,741
| New | +$10.8M | 7.82% | 2 |
|