SVWG
Shared Vision Wealth Group’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Hold |
2,653
| – | – | 0.18% | 60 |
|
|
2025
Q1 | $360K | Hold |
2,653
| – | – | 0.2% | 56 |
|
|
2024
Q4 | $350K | Hold |
2,653
| – | – | 0.18% | 54 |
|
|
2024
Q3 | $377K | Hold |
2,653
| – | – | 0.2% | 54 |
|
|
2024
Q2 | $337K | Hold |
2,653
| – | – | 0.2% | 57 |
|
|
2024
Q1 | $348K | Hold |
2,653
| – | – | 0.22% | 54 |
|
|
2023
Q4 | $332K | Buy |
+2,653
| New | +$332K | 0.22% | 55 |
|