Trueblood Wealth Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Buy |
130,488
+6,924
| +6% | +$171K | 1.35% | 5 |
|
|
2025
Q1 | $2.93M | Buy |
123,564
+25,256
| +26% | +$599K | 1.36% | 6 |
|
|
2024
Q4 | $2.38M | Buy |
98,308
+10,031
| +11% | +$243K | 1.17% | 11 |
|
|
2024
Q3 | $2.18M | Buy |
88,277
+4,459
| +5% | +$110K | 1.09% | 13 |
|
|
2024
Q2 | $1.96M | Buy |
83,818
+3,639
| +5% | +$85.1K | 1.11% | 14 |
|
|
2024
Q1 | $1.96M | Buy |
80,179
+730
| +0.9% | +$17.9K | 1.12% | 13 |
|
|
2023
Q4 | $1.83M | Buy |
+79,449
| New | +$1.83M | 1.15% | 12 |
|