SVWG
Shared Vision Wealth Group’s Fidelity High Yield Factor ETF FDHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Hold |
5,869
| – | – | 0.14% | 65 |
|
|
2025
Q1 | $282K | Hold |
5,869
| – | – | 0.15% | 64 |
|
|
2024
Q4 | $283K | Hold |
5,869
| – | – | 0.15% | 62 |
|
|
2024
Q3 | $289K | Hold |
5,869
| – | – | 0.15% | 59 |
|
|
2024
Q2 | $280K | Hold |
5,869
| – | – | 0.16% | 59 |
|
|
2024
Q1 | $282K | Sell |
5,869
-9,354
| -61% | -$449K | 0.18% | 60 |
|
|
2023
Q4 | $730K | Buy |
+15,223
| New | +$730K | 0.49% | 30 |
|