Pettyjohn Wood & White’s iShares Select Dividend ETF DVY Stock Holding History

Pettyjohn Wood & White’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.2M	Hold	9,064	–	–	0.22%	85
2025 Q1	$1.22M	Hold	9,064	–	–	0.23%	84
2024 Q4	$1.19M	Hold	9,064	–	–	0.22%	82
2024 Q3	$1.22M	Buy	9,064 +1,859	+26%	+$251K	0.23%	81
2024 Q2	$872K	Buy	7,205 +5,530	+330%	+$669K	0.17%	85
2024 Q1	$206K	Buy	+1,675	New	+$206K	0.04%	184
2023 Q1	–	Sell	-1,675	Closed	-$202K	–	173
2022 Q4	$202K	Buy	+1,675	New	+$202K	0.05%	169
2022 Q2	–	Sell	-1,775	Closed	-$227K	–	167
2022 Q1	$227K	Sell	1,775 -165	-9%	-$21.1K	0.05%	152
2021 Q4	$238K	Sell	1,940 -25	-1%	-$3.07K	0.05%	154
2021 Q3	$225K	Hold	1,965	–	–	0.05%	153
2021 Q2	$229K	Sell	1,965 -250	-11%	-$29.1K	0.05%	151
2021 Q1	$253K	Sell	2,215 -40	-2%	-$4.57K	0.06%	139
2020 Q4	$217K	Buy	+2,255	New	+$217K	0.06%	142
2020 Q1	–	Sell	-2,300	Closed	-$243K	–	134
2019 Q4	$243K	Hold	2,300	–	–	0.07%	141
2019 Q3	$234K	Hold	2,300	–	–	0.07%	140
2019 Q2	$229K	Hold	2,300	–	–	0.07%	138
2019 Q1	$226K	Sell	2,300 -295	-11%	-$29K	0.07%	138
2018 Q4	$232K	Hold	2,595	–	–	0.09%	130
2018 Q3	$259K	Hold	2,595	–	–	0.08%	131
2018 Q2	$254K	Hold	2,595	–	–	0.09%	134
2018 Q1	$247K	Hold	2,595	–	–	0.09%	128
2017 Q4	$256K	Sell	2,595 -318	-11%	-$31.4K	0.09%	126
2017 Q3	$273K	Sell	2,913 -500	-15%	-$46.9K	0.1%	115
2017 Q2	$315K	Buy	3,413 +163	+5%	+$15K	0.12%	110
2017 Q1	$296K	Sell	3,250 -584	-15%	-$53.2K	0.11%	116
2016 Q4	$340K	Hold	3,834	–	–	0.13%	108
2016 Q3	$329K	Hold	3,834	–	–	0.16%	97
2016 Q2	$327K	Hold	3,834	–	–	0.13%	104
2016 Q1	$313K	Hold	3,834	–	–	0.13%	102
2015 Q4	$288K	Buy	+3,834	New	+$288K	0.12%	104
2015 Q2	–	Sell	-2,934	Closed	-$229K	–	132
2015 Q1	$229K	Hold	2,934	–	–	0.09%	119
2014 Q4	$233K	Hold	2,934	–	–	0.1%	112
2014 Q3	$217K	Hold	2,934	–	–	0.09%	115
2014 Q2	$226K	Buy	+2,934	New	+$226K	0.1%	112