TrueWealth Advisors’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

TrueWealth Advisors’s Portfolio SDVD Stock Details SDVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$749K	Buy
2025 Q2	$605K	Buy
2025 Q1	$574K	Buy
2024 Q4	$548K	Buy
2024 Q3	$485K	Buy
2024 Q2	$354K	Buy