TrueWealth Advisors’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 | $932K | Buy |
37,736
+754
| +2% | +$18.6K | 0.28% | 65 |
|
|
2025
Q1 | $877K | Buy |
36,982
+2,245
| +6% | +$53.3K | 0.29% | 68 |
|
|
2024
Q4 | $842K | Buy |
34,737
+2,979
| +9% | +$72.2K | 0.28% | 75 |
|
|
2024
Q3 | $783K | Buy |
31,758
+2,730
| +9% | +$67.3K | 0.26% | 76 |
|
|
2024
Q2 | $679K | Buy |
29,028
+18,712
| +181% | +$437K | 0.25% | 76 |
|
|
2024
Q1 | $253K | Buy |
+10,316
| New | +$253K | 0.1% | 176 |
|