Shared Vision Wealth Group’s Fidelity High Dividend ETF FDVV Stock Holding History

Shared Vision Wealth Group’s Portfolio FDVV Stock Details FDVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$347K	Hold	5,752	–	–	0.12%	88
2026 Q1	$318K	Buy	5,752 +52	+0.9%	+$2.99K	0.13%	80
2025 Q4	$328K	Hold	5,700	–	–	0.13%	77
2025 Q3	$318K	Hold	5,700	–	–	0.13%	73
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	+$226K	0.16%	67

Other funds holding FDVV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Shared Vision Wealth Group's FDVV Position: Q2 2026 in Review

Shared Vision Wealth Group held its Fidelity High Dividend ETF (FDVV) position steady in Q2 2026 at 5,752 shares worth $347K. The position accounts for 0.12% of the portfolio, ranked #88.

Shared Vision Wealth Group first reported a position in FDVV in Q4 2023 and has held it in 11 quarters since. 514 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Shared Vision Wealth Group held 5,752 shares of Fidelity High Dividend ETF worth $347K as of Q2 2026.
Shared Vision Wealth Group left its Fidelity High Dividend ETF share count unchanged in Q2 2026.
Fidelity High Dividend ETF made up 0.12% of Shared Vision Wealth Group's portfolio in Q2 2026, its #88 holding.
Shared Vision Wealth Group first reported a position in Fidelity High Dividend ETF in Q4 2023 and has held it in 11 quarters since.
514 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.