VAM
Visionary Asset Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-11,549
| Closed | -$321K | – | 87 |
|
|
2016
Q4 | $321K | Sell |
11,549
-12,388
| -52% | -$344K | 0.1% | 85 |
|
|
2016
Q3 | $653K | Sell |
23,937
-773
| -3% | -$21.1K | 0.23% | 81 |
|
|
2016
Q2 | $660K | Sell |
24,710
-678
| -3% | -$18.1K | 0.23% | 73 |
|
|
2016
Q1 | $651K | Buy |
+25,388
| New | +$651K | 0.23% | 79 |
|