Trueblood Wealth Management’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Buy |
23,445
+1,637
| +8% | +$33.6K | 0.2% | 145 |
|
|
2025
Q1 | $436K | Buy |
21,808
+1,182
| +6% | +$23.6K | 0.2% | 142 |
|
|
2024
Q4 | $444K | Buy |
20,626
+2,861
| +16% | +$61.6K | 0.22% | 145 |
|
|
2024
Q3 | $392K | Buy |
17,765
+5,774
| +48% | +$127K | 0.2% | 148 |
|
|
2024
Q2 | $249K | Buy |
11,991
+232
| +2% | +$4.83K | 0.14% | 190 |
|
|
2024
Q1 | $259K | Buy |
+11,759
| New | +$259K | 0.15% | 179 |
|