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Vantage Financial Partners (Wisconsin)’s iShares Select Dividend ETF DVY Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2022
Q2 		– Sell
-1,616
Closed -$207K – 60
2022
Q1 		$207K Buy
+1,616
New +$202K 0.11% 59

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Northern Trust
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Bank of New York Mellon
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Truist Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s DVY Position: Q2 2022 in Review

Vantage Financial Partners (Wisconsin) sold out of iShares Select Dividend ETF (DVY) in Q2 2022, closing a stake of 1,616 shares — an estimated $207K sold.

Vantage Financial Partners (Wisconsin) first reported a position in DVY in Q1 2022 and held it in 1 quarter. The position peaked at $207K in Q1 2022. 1,173 funds tracked by Wall St. Rank hold DVY as of Q2 2022.

  • Vantage Financial Partners (Wisconsin) reported no remaining iShares Select Dividend ETF position as of Q2 2022 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 1,616 iShares Select Dividend ETF shares in Q2 2022, an estimated $207K.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares Select Dividend ETF in Q1 2022 and held it in 1 quarter.
  • Vantage Financial Partners (Wisconsin)'s iShares Select Dividend ETF position peaked at $207K in Q1 2022.
  • 1,173 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2022.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q2 2022, filed 10 Aug 2022.