TA
TruWealth Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
24,749
+8,664
| +54% | +$451K | 0.07% | 82 |
|
|
2025
Q1 | $798K | Buy |
16,085
+1,986
| +14% | +$98.5K | 0.05% | 91 |
|
|
2024
Q4 | $704K | Buy |
14,099
+1,948
| +16% | +$97.3K | 0.04% | 93 |
|
|
2024
Q3 | $615K | Buy |
12,151
+2,706
| +29% | +$137K | 0.04% | 98 |
|
|
2024
Q2 | $442K | Buy |
9,445
+3,588
| +61% | +$168K | 0.03% | 109 |
|
|
2024
Q1 | $265K | Buy |
+5,857
| New | +$265K | 0.02% | 138 |
|