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One Plus One Wealth Management’s T. Rowe Price Dividend Growth ETF TDVG Stock Holding History

One Plus One Wealth Management’s Portfolio TDVG Stock Details TDVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-18,302
Closed -$575K – 99
2022
Q4 		$575K Buy
+18,302
New +$566K 0.4% 49

Other funds holding TDVG

ACA
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AFG
Affinia Financial Group Burlington, Massachusetts $144M AUM 15.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SFA
Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

One Plus One Wealth Management's TDVG Position: Q1 2023 in Review

One Plus One Wealth Management sold out of T. Rowe Price Dividend Growth ETF (TDVG) in Q1 2023, closing a stake of 18,302 shares — an estimated $575K sold.

One Plus One Wealth Management first reported a position in TDVG in Q4 2022 and held it in 1 quarter. The position peaked at $575K in Q4 2022. 63 funds tracked by Wall St. Rank hold TDVG as of Q1 2023.

  • One Plus One Wealth Management reported no remaining T. Rowe Price Dividend Growth ETF position as of Q1 2023 after selling out during the quarter.
  • One Plus One Wealth Management sold 18,302 T. Rowe Price Dividend Growth ETF shares in Q1 2023, an estimated $575K.
  • One Plus One Wealth Management first reported a position in T. Rowe Price Dividend Growth ETF in Q4 2022 and held it in 1 quarter.
  • One Plus One Wealth Management's T. Rowe Price Dividend Growth ETF position peaked at $575K in Q4 2022.
  • 63 funds tracked by Wall St. Rank held T. Rowe Price Dividend Growth ETF as of Q1 2023.

Based on One Plus One Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.