SVWAG
Sound View Wealth Advisors Group’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
10,119
-66
| -0.6% | -$8.77K | 0.1% | 160 |
|
|
2025
Q1 | $1.37M | Sell |
10,185
-485
| -5% | -$65.1K | 0.11% | 148 |
|
|
2024
Q4 | $1.4M | Buy |
10,670
+14
| +0.1% | +$1.84K | 0.11% | 151 |
|
|
2024
Q3 | $1.44M | Buy |
10,656
+62
| +0.6% | +$8.37K | 0.12% | 149 |
|
|
2024
Q2 | $1.28M | Sell |
10,594
-19
| -0.2% | -$2.3K | 0.13% | 137 |
|
|
2024
Q1 | $1.31M | Buy |
10,613
+2,932
| +38% | +$361K | 0.14% | 141 |
|
|
2023
Q4 | $900K | Sell |
7,681
-712
| -8% | -$83.5K | 0.1% | 173 |
|
|
2023
Q3 | $903K | Buy |
8,393
+1
| +0% | +$108 | 0.11% | 154 |
|
|
2023
Q2 | $951K | Buy |
8,392
+3
| +0% | +$340 | 0.12% | 154 |
|
|
2023
Q1 | $983K | Buy |
8,389
+708
| +9% | +$83K | 0.13% | 146 |
|
|
2022
Q4 | $900K | Buy |
7,681
+1,382
| +22% | +$162K | 0.1% | 173 |
|
|
2022
Q3 | $675K | Sell |
6,299
-25
| -0.4% | -$2.68K | 0.15% | 128 |
|
|
2022
Q2 | $744K | Buy |
6,324
+247
| +4% | +$29.1K | 0.16% | 127 |
|
|
2022
Q1 | $779K | Sell |
6,077
-147
| -2% | -$18.8K | 0.15% | 134 |
|
|
2021
Q4 | $763K | Buy |
6,224
+791
| +15% | +$97K | 0.14% | 140 |
|
|
2021
Q3 | $623K | Sell |
5,433
-3
| -0.1% | -$344 | 0.13% | 147 |
|
|
2021
Q2 | $634K | Buy |
5,436
+940
| +21% | +$110K | 0.13% | 146 |
|
|
2021
Q1 | $513K | Buy |
4,496
+245
| +6% | +$28K | 0.12% | 156 |
|
|
2020
Q4 | $409K | Sell |
4,251
-32,774
| -89% | -$3.15M | 0.1% | 170 |
|
|
2020
Q3 | $3.02M | Sell |
37,025
-9,656
| -21% | -$787K | 0.8% | 36 |
|
|
2020
Q2 | $3.77M | Sell |
46,681
-5,295
| -10% | -$427K | 1.06% | 30 |
|
|
2020
Q1 | $3.82M | Sell |
51,976
-1,568
| -3% | -$115K | 1.32% | 21 |
|
|
2019
Q4 | $5.66M | Sell |
53,544
-4,383
| -8% | -$463K | 1.6% | 11 |
|
|
2019
Q3 | $5.91M | Buy |
57,927
+562
| +1% | +$57.3K | 1.76% | 9 |
|
|
2019
Q2 | $5.71M | Buy |
+57,365
| New | +$5.71M | 1.69% | 10 |
|