V Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

V Wealth Advisors’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,070	Closed	-$235K	–	176
2023 Q2	$235K	Buy	2,070 +3	+0.1%	+$342	0.04%	334
2023 Q1	$242K	Buy	2,067 +3	+0.1%	+$363	0.05%	328
2022 Q4	$249K	Sell	2,064 -2,483	-55%	-$294K	0.05%	306
2022 Q3	$487K	Buy	4,547 +554	+14%	+$66.4K	0.1%	201
2022 Q2	$470K	Buy	3,993 +2,253	+129%	+$282K	0.09%	225
2022 Q1	$223K	Hold	1,740	–	–	0.04%	398
2021 Q4	$214K	Sell	1,740 -86	-5%	-$10.3K	0.03%	421
2021 Q3	$210K	Sell	1,826 -751	-29%	-$87.8K	0.03%	438
2021 Q2	$300K	Buy	2,577 +117	+5%	+$13.9K	0.05%	366
2021 Q1	$281K	Buy	+2,460	New	+$260K	0.05%	341
2020 Q1	–	Sell	-4,104	Closed	-$419K	–	324
2019 Q4	$419K	Hold	4,104	–	–	0.15%	159
2019 Q3	$419K	Sell	4,104 -83	-2%	-$8.28K	0.15%	159
2019 Q2	$421K	Buy	4,187 +1,501	+56%	+$148K	0.16%	152
2019 Q1	$271K	Sell	2,686 -200	-7%	-$19.2K	0.11%	193
2018 Q4	$262K	Buy	2,886 +837	+41%	+$80.2K	0.13%	174
2018 Q3	$205K	Buy	+2,049	New	+$205K	0.09%	212
2017 Q3	–	Sell	-800	Closed	-$73K	–	332
2017 Q2	$73K	Buy	+800	New	+$73.6K	0.03%	271

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

V Wealth Advisors's DVY Position: Q3 2023 in Review

V Wealth Advisors sold out of iShares Select Dividend ETF (DVY) in Q3 2023, closing a stake of 2,070 shares — an estimated $235K sold.

V Wealth Advisors first reported a position in DVY in Q2 2017 and held it in 17 quarters. The position peaked at $487K in Q3 2022. 1,154 funds tracked by Wall St. Rank hold DVY as of Q3 2023.

V Wealth Advisors reported no remaining iShares Select Dividend ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 2,070 iShares Select Dividend ETF shares in Q3 2023, an estimated $235K.
V Wealth Advisors first reported a position in iShares Select Dividend ETF in Q2 2017 and held it in 17 quarters.
V Wealth Advisors's iShares Select Dividend ETF position peaked at $487K in Q3 2022.
1,154 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.