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Shared Vision Wealth Group’s iShares Select Dividend ETF DVY Stock Holding History

Shared Vision Wealth Group’s Portfolio DVY Stock Details DVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,090
Closed -$245K – 77
2023
Q4 		$245K Buy
+2,090
New +$245K 0.16% 65