Lauterbach Financial Advisors’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 | $238K | Hold |
1,790
| – | – | 0.13% | 71 |
|
|
2025
Q1 | $240K | Hold |
1,790
| – | – | 0.15% | 66 |
|
|
2024
Q4 | $235K | Hold |
1,790
| – | – | 0.14% | 63 |
|
|
2024
Q3 | $242K | Hold |
1,790
| – | – | 0.15% | 60 |
|
|
2024
Q2 | $228K | Hold |
1,790
| – | – | 0.15% | 58 |
|
|
2024
Q1 | $220K | Hold |
1,790
| – | – | 0.14% | 63 |
|
|
2023
Q4 | $210K | Buy |
+1,790
| New | +$210K | 0.15% | 64 |
|
|
2023
Q3 | – | Sell |
-1,790
| Closed | -$203K | – | 61 |
|
|
2023
Q2 | $203K | Hold |
1,790
| – | – | 0.16% | 59 |
|
|
2023
Q1 | $210K | Hold |
1,790
| – | – | 0.17% | 58 |
|
|
2022
Q4 | $216K | Buy |
+1,790
| New | +$216K | 0.19% | 51 |
|
|
2022
Q3 | – | Sell |
-1,790
| Closed | -$211K | – | 51 |
|
|
2022
Q2 | $211K | Hold |
1,790
| – | – | 0.2% | 44 |
|
|
2022
Q1 | $229K | Hold |
1,790
| – | – | 0.21% | 42 |
|
|
2021
Q4 | $219K | Buy |
+1,790
| New | +$219K | 0.19% | 44 |
|