Litman Gregory Wealth Management’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 | $452K | Hold |
3,400
| – | – | 0.04% | 97 |
|
|
2025
Q1 | $457K | Sell |
3,400
-642
| -16% | -$86.2K | 0.04% | 95 |
|
|
2024
Q4 | $531K | Buy |
4,042
+642
| +19% | +$84.3K | 0.05% | 80 |
|
|
2024
Q3 | $459K | Hold |
3,400
| – | – | 0.04% | 93 |
|
|
2024
Q2 | $411K | Hold |
3,400
| – | – | 0.04% | 96 |
|
|
2024
Q1 | $419K | Buy |
+3,400
| New | +$419K | 0.04% | 94 |
|
|
2021
Q2 | – | Sell |
-53
| Closed | -$6K | – | 100 |
|
|
2021
Q1 | $6K | Hold |
53
| – | – | ﹤0.01% | 160 |
|
|
2020
Q4 | $5K | Hold |
53
| – | – | ﹤0.01% | 163 |
|
|
2020
Q3 | $4K | Hold |
53
| – | – | ﹤0.01% | 183 |
|
|
2020
Q2 | $4K | Hold |
53
| – | – | ﹤0.01% | 151 |
|
|
2020
Q1 | $4K | Hold |
53
| – | – | ﹤0.01% | 141 |
|
|
2019
Q4 | $6K | Hold |
53
| – | – | ﹤0.01% | 164 |
|
|
2019
Q3 | $5K | Hold |
53
| – | – | ﹤0.01% | 154 |
|
|
2019
Q2 | $5K | Hold |
53
| – | – | ﹤0.01% | 173 |
|
|
2019
Q1 | $5K | Hold |
53
| – | – | ﹤0.01% | 121 |
|
|
2018
Q4 | $5K | Buy |
+53
| New | +$5K | ﹤0.01% | 130 |
|