SWMG
Sanchez Wealth Management Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Buy |
389,744
+15,237
| +4% | +$538K | 3.32% | 14 |
|
|
2025
Q1 | $12.5M | Buy |
374,507
+20,026
| +6% | +$671K | 3.41% | 13 |
|
|
2024
Q4 | $12.7M | Buy |
354,481
+2,731
| +0.8% | +$97.9K | 3.47% | 12 |
|
|
2024
Q3 | $12.8M | Sell |
351,750
-32,192
| -8% | -$1.17M | 3.9% | 11 |
|
|
2024
Q2 | $12.8M | Buy |
383,942
+8,745
| +2% | +$292K | 4.15% | 12 |
|
|
2024
Q1 | $13.1M | Sell |
375,197
-16,104
| -4% | -$561K | 4.42% | 12 |
|
|
2023
Q4 | $12.8M | Buy |
+391,301
| New | +$12.8M | 4.67% | 10 |
|