Visionary Wealth Advisors’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 | $230K | Sell |
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|
2025
Q2 | $223K | Buy |
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|
2025
Q1 | $208K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $392K | Sell |
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|
2023
Q1 | $2.87M | Buy |
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|
2022
Q4 | $2.71M | Sell |
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|
2022
Q3 | $2.49M | Buy |
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|
2022
Q2 | $265K | Hold |
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|
2022
Q1 | $288K | Buy |
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|
2021
Q4 | $260K | Buy |
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|
2021
Q3 | $243K | Sell |
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|
2021
Q2 | $580K | Buy |
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|
2021
Q1 | $215K | Buy |
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