MSWA
FDVV icon

Marshall & Sterling Wealth Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio FDVV Stock Details FDVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.29M Sell
82,600
-2,751
-3% -$143K 2.91% 9
2025
Q1 		$4.23M Buy
85,351
+6,096
+8% +$302K 2.88% 10
2024
Q4 		$3.96M Buy
+79,255
New +$3.96M 2.74% 11