Trueblood Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $890K | Buy |
14,190
+231
| +2% | +$14.5K | 0.37% | 93 |
|
|
2025
Q1 | $817K | Buy |
13,959
+1,726
| +14% | +$101K | 0.38% | 90 |
|
|
2024
Q4 | $723K | Buy |
12,233
+167
| +1% | +$9.88K | 0.36% | 94 |
|
|
2024
Q3 | $714K | Buy |
12,066
+4,347
| +56% | +$257K | 0.36% | 90 |
|
|
2024
Q2 | $423K | Buy |
7,719
+1,869
| +32% | +$102K | 0.24% | 124 |
|
|
2024
Q1 | $329K | Sell |
5,850
-2,046
| -26% | -$115K | 0.19% | 147 |
|
|
2023
Q4 | $408K | Buy |
+7,896
| New | +$408K | 0.26% | 118 |
|