V Wealth Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.44M | Buy |
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|
2023
Q1 | $1.37M | Buy |
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|
2022
Q4 | $1.21M | Sell |
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|
2022
Q3 | $1.22M | Buy |
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|
2022
Q2 | $1.25M | Buy |
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|
2022
Q1 | $1.3M | Buy |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $1.1M | Buy |
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|
2021
Q2 | $1.13M | Buy |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $927K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $742K | Buy |
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|
2020
Q1 | $650K | Buy |
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|
2019
Q4 | $674K | Hold |
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|
2019
Q3 | $674K | Buy |
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|
2019
Q2 | $629K | Buy |
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|
2019
Q1 | $444K | Buy |
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|
2018
Q4 | $381K | Buy |
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|
2018
Q3 | $232K | Sell |
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|
2018
Q2 | $264K | Buy |
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|
2018
Q1 | $216K | Sell |
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|
2017
Q4 | $250K | Sell |
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|
2017
Q3 | $457K | Hold |
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|
2017
Q2 | $443K | Buy |
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|
2017
Q1 | $295K | Sell |
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|
2016
Q4 | $330K | Hold |
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|
2016
Q3 | $325K | Buy |
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|
2016
Q2 | $313K | Buy |
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|
2016
Q1 | $284K | Buy |
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