TrueWealth Advisors’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	$605K	Buy	29,500 +765	+3%	+$15.7K	0.18%	101
2025 Q1	$574K	Buy	28,735 +3,246	+13%	+$64.8K	0.19%	97
2024 Q4	$548K	Buy	25,489 +3,492	+16%	+$75.1K	0.18%	102
2024 Q3	$485K	Buy	21,997 +4,981	+29%	+$110K	0.16%	111
2024 Q2	$354K	Buy	+17,016	New	+$354K	0.13%	128