PWA
PCG Wealth Advisors’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-61,509
| Closed | -$3.11M | – | 120 |
|
|
2025
Q1 | $3.11M | Sell |
61,509
-3,929
| -6% | -$198K | 1.08% | 29 |
|
|
2024
Q4 | $3.29M | Sell |
65,438
-656
| -1% | -$32.9K | 1.21% | 28 |
|
|
2024
Q3 | $3.6M | Buy |
66,094
+1,019
| +2% | +$55.5K | 1.39% | 24 |
|
|
2024
Q2 | $3.29M | Buy |
65,075
+2,403
| +4% | +$121K | 1.43% | 26 |
|
|
2024
Q1 | $3.37M | Buy |
+62,672
| New | +$3.37M | 1.6% | 23 |
|