Vector Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $489K | Hold |
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|
2016
Q3 | $481K | Sell |
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|
2016
Q2 | $534K | Sell |
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|
2016
Q1 | $529K | Buy |
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|
2015
Q4 | $458K | Buy |
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|
2015
Q3 | $460K | Sell |
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|
2015
Q2 | $462K | Sell |
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|
2015
Q1 | $567K | Sell |
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|
2014
Q4 | $664K | Sell |
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|
2014
Q3 | $742K | Sell |
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|
2014
Q2 | $822K | Sell |
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|
2014
Q1 | $786K | Sell |
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|
2013
Q4 | $905K | Sell |
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|
2013
Q3 | $1.16M | Buy |
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|
2013
Q2 | $1.09M | Buy |
|