Visionary Wealth Advisors’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 | $223K | Buy |
1,683
+135
| +9% | +$17.9K | 0.01% | 530 |
|
|
2025
Q1 | $208K | Buy |
+1,548
| New | +$208K | 0.01% | 516 |
|
|
2023
Q3 | – | Sell |
-3,456
| Closed | -$392K | – | 457 |
|
|
2023
Q2 | $392K | Sell |
3,456
-21,045
| -86% | -$2.38M | 0.03% | 325 |
|
|
2023
Q1 | $2.87M | Buy |
24,501
+2,001
| +9% | +$234K | 0.24% | 101 |
|
|
2022
Q4 | $2.71M | Sell |
22,500
-757
| -3% | -$91.3K | 0.25% | 97 |
|
|
2022
Q3 | $2.49M | Buy |
23,257
+21,005
| +933% | +$2.25M | 0.26% | 98 |
|
|
2022
Q2 | $265K | Hold |
2,252
| – | – | 0.02% | 344 |
|
|
2022
Q1 | $288K | Buy |
2,252
+127
| +6% | +$16.2K | 0.02% | 332 |
|
|
2021
Q4 | $260K | Buy |
2,125
+3
| +0.1% | +$367 | 0.02% | 321 |
|
|
2021
Q3 | $243K | Sell |
2,122
-2,848
| -57% | -$326K | 0.03% | 271 |
|
|
2021
Q2 | $580K | Buy |
4,970
+3,085
| +164% | +$360K | 0.06% | 190 |
|
|
2021
Q1 | $215K | Buy |
+1,885
| New | +$215K | 0.02% | 299 |
|