LWM
LongView 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 | $920K | Buy |
17,677
+168
| +1% | +$8.74K | 0.28% | 78 |
|
|
2025
Q1 | $868K | Buy |
17,509
+4,279
| +32% | +$212K | 0.26% | 80 |
|
|
2024
Q4 | $661K | Buy |
13,230
+54
| +0.4% | +$2.7K | 0.2% | 92 |
|
|
2024
Q3 | $667K | Buy |
13,176
+1,031
| +8% | +$52.2K | 0.21% | 91 |
|
|
2024
Q2 | $568K | Buy |
12,145
+51
| +0.4% | +$2.39K | 0.21% | 89 |
|
|
2024
Q1 | $548K | Buy |
12,094
+1,340
| +12% | +$60.7K | 0.22% | 90 |
|
|
2023
Q4 | $454K | Buy |
+10,754
| New | +$454K | 0.2% | 98 |
|