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Tandem Wealth Advisors’s VanEck Durable High Dividend ETF DURA Stock Holding History

Tandem Wealth Advisors’s Portfolio DURA Stock Details DURA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,177
Closed -$37.5K – 52
2022
Q4 		$37.5K Buy
+1,177
New +$36.3K 0.02% 61

Other funds holding DURA

BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tandem Wealth Advisors's DURA Position: Q1 2023 in Review

Tandem Wealth Advisors sold out of VanEck Durable High Dividend ETF (DURA) in Q1 2023, closing a stake of 1,177 shares — an estimated $37.5K sold.

Tandem Wealth Advisors first reported a position in DURA in Q4 2022 and held it in 1 quarter. The position peaked at $37.5K in Q4 2022. 32 funds tracked by Wall St. Rank hold DURA as of Q1 2023.

  • Tandem Wealth Advisors reported no remaining VanEck Durable High Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Tandem Wealth Advisors sold 1,177 VanEck Durable High Dividend ETF shares in Q1 2023, an estimated $37.5K.
  • Tandem Wealth Advisors first reported a position in VanEck Durable High Dividend ETF in Q4 2022 and held it in 1 quarter.
  • Tandem Wealth Advisors's VanEck Durable High Dividend ETF position peaked at $37.5K in Q4 2022.
  • 32 funds tracked by Wall St. Rank held VanEck Durable High Dividend ETF as of Q1 2023.

Based on Tandem Wealth Advisors's 13F filing for Q1 2023, filed 7 Jul 2023.