Venturi Wealth Management’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
2025 Q1	–	Sell	-630	Closed	-$37.3K	–	1531
2024 Q4	$37.3K	Sell	630 -1,137	-64%	-$67.2K	﹤0.01%	1108
2024 Q3	$105K	Buy	+1,767	New	+$105K	0.01%	553
2023 Q2	–	Sell	-329	Closed	-$14.8K	–	1216
2023 Q1	$14.8K	Buy	+329	New	+$14.8K	﹤0.01%	651