Viewpoint Capital Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
9,765
+54
| +0.6% | +$7.17K | 0.64% | 43 |
|
|
2025
Q1 | $1.3M | Buy |
9,711
+53
| +0.5% | +$7.12K | 0.7% | 41 |
|
|
2024
Q4 | $1.27M | Buy |
9,658
+45
| +0.5% | +$5.91K | 0.67% | 40 |
|
|
2024
Q3 | $1.3M | Buy |
9,613
+1,113
| +13% | +$150K | 0.72% | 35 |
|
|
2024
Q2 | $1.03M | Sell |
8,500
-143
| -2% | -$17.3K | 0.63% | 41 |
|
|
2024
Q1 | $1.06M | Sell |
8,643
-539
| -6% | -$66.4K | 0.68% | 37 |
|
|
2023
Q4 | $1.08M | Buy |
9,182
+5
| +0.1% | +$586 | 0.75% | 35 |
|
|
2023
Q3 | $988K | Buy |
9,177
+655
| +8% | +$70.5K | 0.79% | 34 |
|
|
2023
Q2 | $966K | Buy |
8,522
+26
| +0.3% | +$2.95K | 0.75% | 35 |
|
|
2023
Q1 | $996K | Buy |
8,496
+75
| +0.9% | +$8.79K | 0.89% | 32 |
|
|
2022
Q4 | $1.02M | Buy |
8,421
+14
| +0.2% | +$1.69K | 0.98% | 32 |
|
|
2022
Q3 | $901K | Buy |
8,407
+10
| +0.1% | +$1.07K | 0.89% | 30 |
|
|
2022
Q2 | $988K | Sell |
8,397
-149
| -2% | -$17.5K | 0.93% | 30 |
|
|
2022
Q1 | $1.1M | Buy |
8,546
+1
| +0% | +$128 | 0.84% | 30 |
|
|
2021
Q4 | $1.05M | Buy |
+8,545
| New | +$1.05M | 0.76% | 32 |
|