Venturi Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $979K | Sell |
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|
2025
Q2 | $1.16M | Sell |
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|
2025
Q1 | $1.37M | Buy |
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|
2024
Q4 | $665K | Sell |
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|
2024
Q3 | $687K | Hold |
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|
2024
Q2 | $615K | Hold |
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|
2024
Q1 | $626K | Hold |
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|
2023
Q4 | $596K | Sell |
|
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|
2023
Q3 | $553K | Sell |
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|
2023
Q2 | $596K | Sell |
|
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|
2023
Q1 | $2.51M | Sell |
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|
2022
Q4 | $3.28M | Sell |
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|
2022
Q3 | $2.94M | Sell |
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|
2022
Q2 | $3.7M | Buy |
|
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|
2022
Q1 | $3.21M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.5M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $295K | Buy |
|