V Wealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,047
| Closed | -$473K | – | 300 |
|
|
2023
Q2 | $473K | Buy |
10,047
+204
| +2% | +$9.61K | 0.08% | 206 |
|
|
2023
Q1 | $442K | Sell |
9,843
-524
| -5% | -$23.5K | 0.08% | 214 |
|
|
2022
Q4 | $455K | Buy |
10,367
+621
| +6% | +$27.3K | 0.09% | 198 |
|
|
2022
Q3 | $379K | Sell |
9,746
-9,895
| -50% | -$385K | 0.08% | 244 |
|
|
2022
Q2 | $804K | Buy |
19,641
+10,175
| +107% | +$417K | 0.15% | 161 |
|
|
2022
Q1 | $464K | Buy |
9,466
+4,794
| +103% | +$235K | 0.07% | 257 |
|
|
2021
Q4 | $242K | Buy |
+4,672
| New | +$242K | 0.04% | 397 |
|