SVWG
Shared Vision Wealth Group’s Fidelity High Dividend ETF FDVV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $305K | Hold |
5,700
| – | – | 0.15% | 62 |
|
2025
Q1 | $283K | Hold |
5,700
| – | – | 0.15% | 63 |
|
2024
Q4 | $285K | Hold |
5,700
| – | – | 0.15% | 61 |
|
2024
Q3 | $289K | Hold |
5,700
| – | – | 0.15% | 60 |
|
2024
Q2 | $267K | Hold |
5,700
| – | – | 0.16% | 62 |
|
2024
Q1 | $258K | Hold |
5,700
| – | – | 0.16% | 62 |
|
2023
Q4 | $241K | Buy |
+5,700
| New | +$241K | 0.16% | 67 |
|